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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 | $156,080 | $155,555+0.3% | $146,866+6.3% | $155,188+0.6% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 10.72% | 115.41%-104.7pp | 102.85%-92.1pp | 148.84%-138.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,195 | $8,044-72.7% | $7,759-71.7% | $6,531-66.4% |
| Admin fee / account holder | $33,578 | $14,755+127.6% | $13,620+146.5% | $14,480+131.9% |