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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 | $207,816 | $95,979+116.5% | $74,551+178.8% | $135,380+53.5% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 13.21% | 56.97%-43.8pp | 32.53%-19.3pp | 519.81%-506.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $740 | $3,844-80.7% | $3,108-76.2% | $5,609-86.8% |
| Admin fee / account holder | $11,925 | $6,522+82.8% | $5,059+135.7% | $10,828+10.1% |