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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 | $113,805 | $105,158+8.2% | $94,672+20.2% | $139,487-18.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 14.95% | 38.11%-23.2pp | 156.89%-141.9pp | 373.84%-358.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $966 | $7,599-87.3% | $7,417-87.0% | $6,713-85.6% |
| Admin fee / account holder | $1,125 | $8,972-87.5% | $7,222-84.4% | $11,407-90.1% |