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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 | $145,500 | $142,354+2.2% | $125,529+15.9% | $155,188-6.2% |
| Participation rate | 58.3% | 78.1%-19.7pp | 74.7%-16.4pp | 80.8%-22.5pp |
| Annual return | 10.31% | 306.06%-295.7pp | 202.56%-192.2pp | 148.84%-138.5pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $697 | $5,491-87.3% | $4,813-85.5% | $6,531-89.3% |
| Admin fee / account holder | $4,121 | $19,392-78.7% | $16,298-74.7% | $14,480-71.5% |