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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 | $157,491 | $97,289+61.9% | $92,805+69.7% | $155,188+1.5% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 11.76% | 29.03%-17.3pp | 31.59%-19.8pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,207 | $8,795-74.9% | $8,448-73.9% | $6,531-66.2% |
| Admin fee / account holder | $53,558 | $12,015+345.8% | $10,911+390.9% | $14,480+269.9% |