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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 | $229,112 | $105,158+117.9% | $94,672+142.0% | $139,487+64.3% |
| Participation rate | 30.8% | 82.4%-51.6pp | 80.8%-50.1pp | 80.3%-49.6pp |
| Annual return | 13.57% | 38.11%-24.5pp | 156.89%-143.3pp | 373.84%-360.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $762 | $7,599-90.0% | $7,417-89.7% | $6,713-88.6% |
| Admin fee / account holder | $189,683 | $8,972+2014.2% | $7,222+2526.6% | $11,407+1562.8% |