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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 | $162,027 | $110,410+46.8% | $102,437+58.2% | $145,897+11.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.97% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $961 | $5,622-82.9% | $5,060-81.0% | $6,689-85.6% |
| Admin fee / account holder | $140,085 | $9,745+1337.5% | $8,388+1570.1% | $13,390+946.2% |