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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 | $129,217 | $111,814+15.6% | $103,378+25.0% | $145,978-11.5% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 17.35% | 24.80%-7.4pp | 24.91%-7.6pp | 550.52%-533.2pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,080 | $5,618-80.8% | $5,058-78.6% | $6,690-83.9% |
| Admin fee / account holder | $1,413 | $9,764-85.5% | $8,401-83.2% | $13,400-89.5% |