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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 | $129,966 | $116,190+11.9% | $93,614+38.8% | $152,885-15.0% |
| Participation rate | 53.8% | 78.0%-24.2pp | 75.8%-22.0pp | 82.5%-28.6pp |
| Annual return | 23.81% | 35.96%-12.2pp | 32.76%-9.0pp | 345.39%-321.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $613 | $4,604-86.7% | $4,069-84.9% | $5,851-89.5% |
| Admin fee / account holder | $5,222 | $10,749-51.4% | $7,889-33.8% | $11,598-55.0% |