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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 | $114,474 | $124,346-7.9% | $111,306+2.8% | $167,553-31.7% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 12.82% | 37.46%-24.6pp | 54.67%-41.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,402 | $5,182-72.9% | $4,488-68.8% | $6,343-77.9% |
| Admin fee / account holder | $13,014 | $10,623+22.5% | $7,966+63.4% | $12,316+5.7% |