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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 | $99,964 | $100,279-0.3% | $81,353+22.9% | $145,884-31.5% |
| Participation rate | 45.0% | 74.3%-29.3pp | 69.5%-24.5pp | 80.3%-35.3pp |
| Annual return | 11.84% | 34.49%-22.6pp | 24.82%-13.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $228 | $4,611-95.1% | $3,885-94.1% | $6,690-96.6% |
| Admin fee / account holder | $6,275 | $8,206-23.5% | $5,766+8.8% | $13,392-53.1% |