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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 | $122,214 | $124,346-1.7% | $111,308+9.8% | $167,536-27.1% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 28.20% | 37.45%-9.2pp | 54.67%-26.5pp | 478.82%-450.6pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,543 | $5,182-70.2% | $4,487-65.6% | $6,342-75.7% |
| Admin fee / account holder | $1,757 | $10,621-83.5% | $7,965-77.9% | $12,315-85.7% |