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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 | $141,856 | $136,860+3.7% | $120,344+17.9% | $154,746-8.3% |
| Participation rate | 37.5% | 79.9%-42.4pp | 76.7%-39.2pp | 80.7%-43.2pp |
| Annual return | 13.94% | 21.38%-7.4pp | 20.30%-6.4pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $536 | $5,793-90.8% | $5,135-89.6% | $6,730-92.0% |
| Admin fee / account holder | $29,203 | $15,393+89.7% | $12,742+129.2% | $14,365+103.3% |