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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 | $158,431 | $117,846+34.4% | $102,434+54.7% | $145,884+8.6% |
| Participation rate | 43.8% | 78.6%-34.9pp | 76.5%-32.8pp | 80.3%-36.6pp |
| Annual return | 16.20% | 31.90%-15.7pp | 29.46%-13.3pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $319 | $5,733-94.4% | $5,055-93.7% | $6,690-95.2% |
| Admin fee / account holder | $9,841 | $13,356-26.3% | $9,462+4.0% | $13,392-26.5% |