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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 | $181,988 | $112,121+62.3% | $95,960+89.6% | $158,966+14.5% |
| Participation rate | 61.5% | 79.0%-17.4pp | 77.1%-15.5pp | 82.0%-20.4pp |
| Annual return | 22.93% | 171.16%-148.2pp | 91.63%-68.7pp | 302.95%-280.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $631 | $4,784-86.8% | $4,167-84.9% | $5,983-89.5% |
| Admin fee / account holder | $403 | $10,135-96.0% | $6,797-94.1% | $11,250-96.4% |