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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 | $103,182 | $102,422+0.7% | $147,117-29.9% | $80,959+27.4% |
| Participation rate | 39.0% | 75.9%-36.8pp | 82.2%-43.2pp | 67.7%-28.6pp |
| Annual return | 12.97% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $602 | $6,652-91.0% | $8,065-92.5% | $4,300-86.0% |
| Admin fee / account holder | $12,033 | $7,953+51.3% | $12,993-7.4% | $6,925+73.8% |