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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 | $125,034 | $111,878+11.8% | $93,727+33.4% | $145,897-14.3% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.0pp | 80.3%-38.6pp |
| Annual return | 12.36% | 204.28%-191.9pp | 133.83%-121.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $893 | $4,920-81.8% | $4,417-79.8% | $6,689-86.6% |
| Admin fee / account holder | $640 | $10,256-93.8% | $8,292-92.3% | $13,390-95.2% |