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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 | $179,029 | $162,821+10.0% | $133,978+33.6% | $158,982+12.6% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 7.72% | 41.95%-34.2pp | 45.10%-37.4pp | 302.99%-295.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $465 | $5,910-92.1% | $5,047-90.8% | $5,983-92.2% |
| Admin fee / account holder | $23,283 | $11,742+98.3% | $8,930+160.7% | $11,252+106.9% |