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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 | $127,500 | $83,485+52.7% | $125,192+1.8% | $72,975+74.7% |
| Participation rate | 28.9% | 73.3%-44.4pp | 79.8%-50.9pp | 69.5%-40.6pp |
| Annual return | 1312.63% | 25.77%+1286.9pp | 43.79%+1268.8pp | 81.01%+1231.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,360 | $3,586-62.1% | $4,937-72.5% | $3,608-62.3% |
| Admin fee / account holder | $20,837 | $5,518+277.6% | $9,704+114.7% | $5,124+306.6% |