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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 | $138,312+2.6% | $122,979+15.3% | $155,188-8.6% |
| Participation rate | 37.5% | 80.2%-42.7pp | 77.2%-39.7pp | 80.8%-43.3pp |
| Annual return | 13.94% | 22.06%-8.1pp | 20.12%-6.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $536 | $5,592-90.4% | $5,003-89.3% | $6,531-91.8% |
| Admin fee / account holder | $29,203 | $15,089+93.5% | $12,864+127.0% | $14,480+101.7% |