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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 | $138,831 | $111,878+24.1% | $93,727+48.1% | $145,897-4.8% |
| Participation rate | 17.6% | 74.2%-56.6pp | 68.7%-51.1pp | 80.3%-62.7pp |
| Annual return | 12.69% | 204.28%-191.6pp | 133.83%-121.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $412 | $4,920-91.6% | $4,417-90.7% | $6,689-93.8% |
| Admin fee / account holder | $1,881 | $10,256-81.7% | $8,292-77.3% | $13,390-86.0% |