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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 | $151,350 | $138,312+9.4% | $122,979+23.1% | $155,188-2.5% |
| Participation rate | 58.8% | 80.2%-21.4pp | 77.2%-18.4pp | 80.8%-22.0pp |
| Annual return | 14.39% | 22.06%-7.7pp | 20.12%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $837 | $5,592-85.0% | $5,003-83.3% | $6,531-87.2% |
| Admin fee / account holder | $6,813 | $15,089-54.8% | $12,864-47.0% | $14,480-52.9% |