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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 | $138,416 | $136,860+1.1% | $120,344+15.0% | $154,746-10.6% |
| Participation rate | 27.8% | 79.9%-52.1pp | 76.7%-48.9pp | 80.7%-52.9pp |
| Annual return | 14.77% | 21.38%-6.6pp | 20.30%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,682 | $5,793-71.0% | $5,135-67.2% | $6,730-75.0% |
| Admin fee / account holder | $35,697 | $15,393+131.9% | $12,742+180.2% | $14,365+148.5% |