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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 | $171,514 | $80,812+112.2% | $160,784+6.7% | $82,448+108.0% |
| Participation rate | 19.4% | 66.2%-46.9pp | 77.0%-57.6pp | 68.1%-48.7pp |
| Annual return | 14.19% | 100.59%-86.4pp | 1803.92%-1789.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,168 | $4,335-73.1% | $6,293-81.4% | $4,139-71.8% |
| Admin fee / account holder | $17,371 | $7,695+125.7% | $9,717+78.8% | $7,234+140.1% |