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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,603 | $102,422+17.8% | $147,117-18.0% | $80,959+49.0% |
| Participation rate | 56.2% | 75.9%-19.7pp | 82.2%-26.0pp | 67.7%-11.5pp |
| Annual return | 17.82% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,448 | $6,652-63.2% | $8,065-69.6% | $4,300-43.1% |
| Admin fee / account holder | $2,810 | $7,953-64.7% | $12,993-78.4% | $6,925-59.4% |