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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 | $167,415-15.3% | $140,514+0.9% | $198,609-28.6% |
| Participation rate | 61.1% | 80.9%-19.8pp | 77.8%-16.7pp | 82.4%-21.3pp |
| Annual return | 11.49% | 13.85%-2.4pp | 14.36%-2.9pp | 202.70%-191.2pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,809 | $5,579-67.6% | $4,919-63.2% | $6,977-74.1% |
| Admin fee / account holder | $6,186 | $16,730-63.0% | $13,697-54.8% | $19,030-67.5% |