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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 | $140,248 | $139,948+0.2% | $121,663+15.3% | $154,746-9.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 11.72% | 230.52%-218.8pp | 147.54%-135.8pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,021 | $5,629-81.9% | $4,887-79.1% | $6,730-84.8% |
| Admin fee / account holder | $32,259 | $17,321+86.2% | $14,289+125.8% | $14,365+124.6% |