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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 | $196,814 | $72,465+171.6% | $67,575+191.3% | $145,884+34.9% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 15.92% | 7222.56%-7206.6pp | 3528.98%-3513.1pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $200 | $4,786-95.8% | $4,003-95.0% | $6,690-97.0% |
| Admin fee / account holder | $3,643 | $5,515-33.9% | $3,993-8.8% | $13,392-72.8% |