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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 | $122,795 | $102,616+19.7% | $81,981+49.8% | $158,931-22.7% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 21.71% | 61.05%-39.3pp | 41.31%-19.6pp | 302.86%-281.1pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,008 | $4,648-78.3% | $3,722-72.9% | $5,982-83.1% |
| Admin fee / account holder | $2,287 | $8,236-72.2% | $5,664-59.6% | $11,247-79.7% |