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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 | $124,249 | $136,860-9.2% | $120,344+3.2% | $154,746-19.7% |
| Participation rate | 55.6% | 79.9%-24.3pp | 76.7%-21.2pp | 80.7%-25.1pp |
| Annual return | 261.42% | 21.38%+240.0pp | 20.30%+241.1pp | 172.34%+89.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $233 | $5,793-96.0% | $5,135-95.5% | $6,730-96.5% |
| Admin fee / account holder | $6,043 | $15,393-60.7% | $12,742-52.6% | $14,365-57.9% |