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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 | $99,875+18.4% | $146,866-19.5% | $86,983+35.9% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.5%-7.5pp |
| Annual return | 128.28% | 28.10%+100.2pp | 102.85%+25.4pp | 25.83%+102.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,938 | $6,322-69.4% | $7,759-75.0% | $4,194-53.8% |
| Admin fee / account holder | $621 | $7,838-92.1% | $13,620-95.4% | $7,856-92.1% |