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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 | $119,130 | $156,398-23.8% | $147,318-19.1% | $138,895-14.2% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 14.21% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,916 | $8,237-76.7% | $7,906-75.8% | $6,396-70.0% |
| Admin fee / account holder | $26,069 | $14,976+74.1% | $13,708+90.2% | $12,562+107.5% |