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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 | $117,662 | $115,917+1.5% | $100,535+17.0% | $158,982-26.0% |
| Participation rate | 30.4% | 81.6%-51.2pp | 79.4%-49.0pp | 82.0%-51.5pp |
| Annual return | 7.36% | 34.80%-27.4pp | 30.90%-23.5pp | 302.99%-295.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $327 | $6,677-95.1% | $6,271-94.8% | $5,983-94.5% |
| Admin fee / account holder | $12,582 | $11,002+14.4% | $8,085+55.6% | $11,252+11.8% |