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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 | $134,969 | $117,904+14.5% | $102,457+31.7% | $145,978-7.5% |
| Participation rate | 9.1% | 78.6%-69.5pp | 76.5%-67.4pp | 80.3%-71.2pp |
| Annual return | 23.27% | 31.80%-8.5pp | 29.41%-6.1pp | 550.52%-527.2pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $429 | $5,733-92.5% | $5,054-91.5% | $6,690-93.6% |
| Admin fee / account holder | $37,439 | $13,329+180.9% | $9,451+296.1% | $13,400+179.4% |