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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 | $232,604 | $154,193+50.9% | $130,045+78.9% | $139,466+66.8% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.5%-48.5pp | 80.3%-50.3pp |
| Annual return | 15.23% | 32.51%-17.3pp | -137.30%+152.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,390 | $6,709-79.3% | $5,820-76.1% | $6,712-79.3% |
| Admin fee / account holder | $55,882 | $13,989+299.5% | $10,600+427.2% | $11,409+389.8% |