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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 | $121,668 | $101,618+19.7% | $93,063+30.7% | $137,256-11.4% |
| Participation rate | 44.4% | 74.9%-30.5pp | 72.1%-27.7pp | 80.0%-35.5pp |
| Annual return | 18.78% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $388 | $4,279-90.9% | $3,958-90.2% | $6,407-93.9% |
| Admin fee / account holder | $3,497 | $6,198-43.6% | $6,033-42.0% | $12,270-71.5% |