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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 | $125,778-3.3% | $114,563+6.2% | $154,746-21.4% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.9%-28.5pp | 80.7%-36.3pp |
| Annual return | 18.78% | 295.14%-276.4pp | 241.09%-222.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $388 | $4,445-91.3% | $4,142-90.6% | $6,730-94.2% |
| Admin fee / account holder | $3,497 | $8,190-57.3% | $7,623-54.1% | $14,365-75.7% |