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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 | $242,735 | $108,942+122.8% | $100,415+141.7% | $145,897+66.4% |
| Participation rate | 30.8% | 83.0%-52.2pp | 81.5%-50.7pp | 80.3%-49.5pp |
| Annual return | 16.84% | 58.27%-41.4pp | 49.47%-32.6pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $739 | $8,461-91.3% | $8,091-90.9% | $6,689-88.9% |
| Admin fee / account holder | $95,180 | $9,702+881.1% | $7,906+1103.9% | $13,390+610.8% |