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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 | $114,002 | $112,729+1.1% | $98,716+15.5% | $137,256-16.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 12.16% | 38.48%-26.3pp | 31.81%-19.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $487 | $4,640-89.5% | $4,048-88.0% | $6,407-92.4% |
| Admin fee / account holder | $1,476 | $10,129-85.4% | $8,703-83.0% | $12,270-88.0% |