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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 | $186,756 | $185,312+0.8% | $161,489+15.6% | $154,746+20.7% |
| Participation rate | 17.4% | 82.5%-65.1pp | 78.7%-61.3pp | 80.7%-63.3pp |
| Annual return | 11.84% | 103.84%-92.0pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,385 | $6,350-78.2% | $5,630-75.4% | $6,730-79.4% |
| Admin fee / account holder | $4,738 | $18,654-74.6% | $16,006-70.4% | $14,365-67.0% |