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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 | $125,516 | $118,877+5.6% | $96,570+30.0% | $167,536-25.1% |
| Participation rate | 31.3% | 75.5%-44.2pp | 69.8%-38.6pp | 82.1%-50.9pp |
| Annual return | 18.32% | 50.50%-32.2pp | 37.79%-19.5pp | 478.82%-460.5pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $628 | $4,617-86.4% | $3,849-83.7% | $6,342-90.1% |
| Admin fee / account holder | $7,207 | $8,069-10.7% | $6,182+16.6% | $12,315-41.5% |