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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 | $101,717 | $100,147+1.6% | $81,286+25.1% | $145,877-30.3% |
| Participation rate | 5.9% | 74.2%-68.3pp | 69.5%-63.6pp | 80.3%-74.4pp |
| Annual return | 9.00% | 34.44%-25.4pp | 24.80%-15.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $447 | $4,607-90.3% | $3,883-88.5% | $6,691-93.3% |
| Admin fee / account holder | $3,016 | $8,201-63.2% | $5,764-47.7% | $13,402-77.5% |