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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 | $131,857 | $117,895+11.8% | $102,460+28.7% | $145,897-9.6% |
| Participation rate | 31.3% | 78.6%-47.4pp | 76.5%-45.3pp | 80.3%-49.1pp |
| Annual return | 10.55% | 31.92%-21.4pp | 29.47%-18.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $481 | $5,736-91.6% | $5,056-90.5% | $6,689-92.8% |
| Admin fee / account holder | $1,138 | $13,353-91.5% | $9,460-88.0% | $13,390-91.5% |