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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 | $126,661-1.9% | $113,397+9.6% | $138,895-10.5% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.5%-20.9pp | 79.9%-24.4pp |
| Annual return | 261.42% | 25.05%+236.4pp | 23.20%+238.2pp | 145.39%+116.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $233 | $5,693-95.9% | $5,076-95.4% | $6,396-96.4% |
| Admin fee / account holder | $6,043 | $14,549-58.5% | $11,957-49.5% | $12,562-51.9% |