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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 | $195,174 | $107,941+80.8% | $91,994+112.2% | $152,909+27.6% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.5%-82.5pp |
| Annual return | 15.74% | 89.28%-73.5pp | 69.04%-53.3pp | 345.46%-329.7pp |
| Employer contribution / active EE | $2,180 | $4,212-48.2% | $3,453-36.9% | $4,764-54.2% |
| Participant deferral / active EE | $1,831 | $6,366-71.2% | $5,924-69.1% | $5,851-68.7% |
| Admin fee / account holder | $20,648 | $10,521+96.3% | $7,744+166.6% | $11,601+78.0% |