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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 | $110,486 | $106,923+3.3% | $84,023+31.5% | $152,909-27.7% |
| Participation rate | 23.8% | 75.3%-51.4pp | 69.0%-45.2pp | 82.5%-58.6pp |
| Annual return | 22.46% | 105.02%-82.6pp | 71.32%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $940 | $4,013-76.6% | $3,239-71.0% | $5,851-83.9% |
| Admin fee / account holder | $931 | $8,289-88.8% | $6,102-84.7% | $11,601-92.0% |