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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 | $233,194 | $162,136+43.8% | $152,301+53.1% | $154,746+50.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.38% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $300 | $8,341-96.4% | $8,004-96.3% | $6,730-95.5% |
| Admin fee / account holder | $37,533 | $15,759+138.2% | $14,398+160.7% | $14,365+161.3% |