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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 | $108,912+122.9% | $100,383+141.8% | $145,959+66.3% |
| Participation rate | 30.8% | 83.0%-52.2pp | 81.5%-50.7pp | 80.3%-49.5pp |
| Annual return | 16.84% | 57.96%-41.1pp | 49.26%-32.4pp | 561.95%-545.1pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $739 | $8,451-91.3% | $8,086-90.9% | $6,689-88.9% |
| Admin fee / account holder | $95,180 | $9,690+882.2% | $7,900+1104.8% | $13,398+610.4% |