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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 | $171,325 | $167,533+2.3% | $151,645+13.0% | $134,545+27.3% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -11.94% | 7.81%-19.8pp | 3.34%-15.3pp | 418.37%-430.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,937 | $8,985-78.4% | $8,363-76.8% | $6,401-69.7% |
| Admin fee / account holder | $30,988 | $13,781+124.9% | $11,614+166.8% | $11,431+171.1% |