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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 | $183,435 | $113,941+61.0% | $94,229+94.7% | $125,389+46.3% |
| Participation rate | 37.5% | 82.9%-45.4pp | 78.8%-41.3pp | 83.2%-45.7pp |
| Annual return | 61.65% | 5.29%+56.4pp | 10.68%+51.0pp | 282.24%-220.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $555 | $5,179-89.3% | $4,320-87.2% | $5,352-89.6% |
| Admin fee / account holder | $138,878 | $8,392+1555.0% | $6,269+2115.2% | $9,541+1355.6% |