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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 | $150,802 | $142,430+5.9% | $115,170+30.9% | $152,897-1.4% |
| Participation rate | 37.5% | 82.4%-44.9pp | 75.9%-38.4pp | 82.5%-45.0pp |
| Annual return | 13.55% | 41.48%-27.9pp | 35.60%-22.1pp | 345.43%-331.9pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $466 | $5,165-91.0% | $4,169-88.8% | $5,851-92.0% |
| Admin fee / account holder | $542 | $8,464-93.6% | $7,089-92.4% | $11,599-95.3% |