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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 | $124,425-0.1% | $112,040+10.9% | $137,256-9.5% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 261.42% | 24.72%+236.7pp | 24.52%+236.9pp | 220.34%+41.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $233 | $5,718-95.9% | $5,098-95.4% | $6,407-96.4% |
| Admin fee / account holder | $6,043 | $15,207-60.3% | $12,098-50.1% | $12,270-50.8% |