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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 | $212,769 | $181,062+17.5% | $158,223+34.5% | $155,188+37.1% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 11.89% | 57.39%-45.5pp | 52.09%-40.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $819 | $6,134-86.7% | $5,467-85.0% | $6,531-87.5% |
| Admin fee / account holder | $20,452 | $18,825+8.6% | $16,047+27.5% | $14,480+41.2% |