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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 | $131,726 | $124,330+5.9% | $109,173+20.7% | $167,536-21.4% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 13.54% | 26.04%-12.5pp | 25.75%-12.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $774 | $5,256-85.3% | $4,654-83.4% | $6,342-87.8% |
| Admin fee / account holder | $2,542 | $7,974-68.1% | $6,755-62.4% | $12,315-79.4% |