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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 | $108,279 | $139,948-22.6% | $121,663-11.0% | $154,746-30.0% |
| Participation rate | 35.7% | 78.0%-42.3pp | 74.5%-38.8pp | 80.7%-45.0pp |
| Annual return | 15.18% | 230.52%-215.3pp | 147.54%-132.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $232 | $5,629-95.9% | $4,887-95.3% | $6,730-96.6% |
| Admin fee / account holder | $40,675 | $17,321+134.8% | $14,289+184.7% | $14,365+183.1% |