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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 | $118,252 | $106,749+10.8% | $145,433-18.7% | $82,448+43.4% |
| Participation rate | 62.1% | 75.6%-13.6pp | 82.1%-20.1pp | 68.1%-6.0pp |
| Annual return | 128.28% | 27.59%+100.7pp | 66.58%+61.7pp | 41.64%+86.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,938 | $6,519-70.3% | $7,897-75.5% | $4,139-53.2% |
| Admin fee / account holder | $621 | $8,390-92.6% | $13,129-95.3% | $7,234-91.4% |