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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 | $142,354-23.9% | $125,529-13.7% | $155,188-30.2% |
| Participation rate | 35.7% | 78.1%-42.4pp | 74.7%-39.0pp | 80.8%-45.1pp |
| Annual return | 15.18% | 306.06%-290.9pp | 202.56%-187.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $232 | $5,491-95.8% | $4,813-95.2% | $6,531-96.5% |
| Admin fee / account holder | $40,675 | $19,392+109.8% | $16,298+149.6% | $14,480+180.9% |