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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 | $92,940 | $102,429-9.3% | $147,096-36.8% | $80,925+14.8% |
| Participation rate | 40.7% | 75.9%-35.1pp | 82.2%-41.4pp | 67.7%-26.9pp |
| Annual return | 12.42% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,150 | $6,649-67.7% | $8,071-73.4% | $4,299-50.0% |
| Admin fee / account holder | $8,087 | $7,957+1.6% | $13,005-37.8% | $6,940+16.5% |