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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 | $106,864+10.7% | $147,318-19.7% | $82,637+43.1% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.1%-20.0pp | 68.1%-6.0pp |
| Annual return | 128.28% | 27.49%+100.8pp | 70.43%+57.9pp | 53.51%+74.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,938 | $6,496-70.2% | $7,906-75.5% | $4,126-53.0% |
| Admin fee / account holder | $621 | $8,415-92.6% | $13,708-95.5% | $7,339-91.5% |