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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 | $132,999 | $167,415-20.6% | $140,514-5.3% | $198,609-33.0% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 9.14% | 13.85%-4.7pp | 14.36%-5.2pp | 202.70%-193.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,468 | $5,579-73.7% | $4,919-70.1% | $6,977-79.0% |
| Admin fee / account holder | $46,453 | $16,730+177.7% | $13,697+239.1% | $19,030+144.1% |