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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 | $133,678 | $95,188+40.4% | $76,518+74.7% | $135,380-1.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | 18.04% | 4.85%+13.2pp | -0.27%+18.3pp | 519.81%-501.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $432 | $4,640-90.7% | $3,836-88.7% | $5,609-92.3% |
| Admin fee / account holder | $868 | $6,249-86.1% | $4,849-82.1% | $10,828-92.0% |