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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 | $232,613 | $223,823+3.9% | $211,142+10.2% | $154,746+50.3% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 13.84% | 50.39%-36.6pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $323 | $9,750-96.7% | $9,284-96.5% | $6,730-95.2% |
| Admin fee / account holder | $51,230 | $19,707+160.0% | $19,076+168.6% | $14,365+256.6% |