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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 | $131,298 | $117,846+11.4% | $102,434+28.2% | $145,884-10.0% |
| Participation rate | 11.1% | 78.6%-67.5pp | 76.5%-65.4pp | 80.3%-69.2pp |
| Annual return | 13.65% | 31.90%-18.3pp | 29.46%-15.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $530 | $5,733-90.8% | $5,055-89.5% | $6,690-92.1% |
| Admin fee / account holder | $193,584 | $13,356+1349.4% | $9,462+1945.9% | $13,392+1345.5% |