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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 | $141,734 | $136,860+3.6% | $120,344+17.8% | $154,746-8.4% |
| Participation rate | 61.1% | 79.9%-18.8pp | 76.7%-15.6pp | 80.7%-19.6pp |
| Annual return | 11.49% | 21.38%-9.9pp | 20.30%-8.8pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,809 | $5,793-68.8% | $5,135-64.8% | $6,730-73.1% |
| Admin fee / account holder | $6,186 | $15,393-59.8% | $12,742-51.4% | $14,365-56.9% |