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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 | $169,598 | $114,013+48.8% | $103,693+63.6% | $155,188+9.3% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-56.0pp | 80.8%-64.1pp |
| Annual return | 15.06% | 49.31%-34.3pp | 47.61%-32.6pp | 148.84%-133.8pp |
| Employer contribution / active EE | $387 | $3,131-87.7% | $2,920-86.8% | $4,248-90.9% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,609 | $8,407-57.1% | $7,858-54.1% | $14,480-75.1% |