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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 | $138,106 | $148,558-7.0% | $135,925+1.6% | $139,427-0.9% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 16.56% | 79.22%-62.7pp | 68.25%-51.7pp | 373.27%-356.7pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $953 | $8,101-88.2% | $7,759-87.7% | $6,711-85.8% |
| Admin fee / account holder | $17,285 | $12,401+39.4% | $10,764+60.6% | $11,404+51.6% |