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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 | $109,519 | $98,240+11.5% | $82,312+33.1% | $147,586-25.8% |
| Participation rate | 45.0% | 79.7%-34.7pp | 76.9%-31.9pp | 82.8%-37.8pp |
| Annual return | 9.32% | 30.85%-21.5pp | 25.88%-16.6pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $947 | $4,383-78.4% | $3,706-74.5% | $5,439-82.6% |
| Admin fee / account holder | $14,490 | $8,563+69.2% | $5,608+158.4% | $10,886+33.1% |