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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 | $107,800 | $95,406+13.0% | $185,849-42.0% | $85,847+25.6% |
| Participation rate | 3.4% | 68.8%-65.3pp | 81.7%-78.3pp | 69.3%-65.9pp |
| Annual return | 15.30% | 23.59%-8.3pp | 122.10%-106.8pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $757 | $3,424-77.9% | $5,569-86.4% | $3,952-80.8% |
| Admin fee / account holder | $12,920 | $7,214+79.1% | $16,244-20.5% | $6,261+106.4% |