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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 | $139,091 | $108,882+27.7% | $96,754+43.8% | $154,746-10.1% |
| Participation rate | 64.3% | 75.1%-10.8pp | 70.3%-6.0pp | 80.7%-16.4pp |
| Annual return | 15.11% | 98.39%-83.3pp | 82.04%-66.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $900 | $5,323-83.1% | $4,758-81.1% | $6,730-86.6% |
| Admin fee / account holder | $961 | $10,200-90.6% | $8,905-89.2% | $14,365-93.3% |