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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 | $138,462 | $110,212+25.6% | $96,534+43.4% | $139,466-0.7% |
| Participation rate | 18.2% | 78.1%-59.9pp | 76.0%-57.8pp | 80.3%-62.2pp |
| Annual return | 11.39% | 26.42%-15.0pp | 25.88%-14.5pp | 373.66%-362.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $545 | $5,547-90.2% | $4,851-88.8% | $6,712-91.9% |
| Admin fee / account holder | $4,683 | $11,599-59.6% | $8,253-43.3% | $11,409-59.0% |