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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 | $111,070 | $110,379+0.6% | $102,412+8.5% | $145,884-23.9% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 10.13% | 24.84%-14.7pp | 24.94%-14.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $694 | $5,622-87.7% | $5,060-86.3% | $6,690-89.6% |
| Admin fee / account holder | $12,877 | $9,745+32.1% | $8,388+53.5% | $13,392-3.8% |