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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 | $117,846+11.9% | $102,434+28.7% | $145,884-9.6% |
| Participation rate | 31.3% | 78.6%-47.4pp | 76.5%-45.3pp | 80.3%-49.1pp |
| Annual return | 10.55% | 31.90%-21.3pp | 29.46%-18.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $481 | $5,733-91.6% | $5,055-90.5% | $6,690-92.8% |
| Admin fee / account holder | $1,138 | $13,356-91.5% | $9,462-88.0% | $13,392-91.5% |