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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 | $155,494 | $111,785+39.1% | $93,669+66.0% | $145,877+6.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.61% | 203.79%-191.2pp | 133.59%-121.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,177 | $3,096-62.0% | $2,424-51.4% | $4,663-74.8% |
| Participant deferral / active EE | $1,177 | $4,919-76.1% | $4,416-73.3% | $6,691-82.4% |
| Admin fee / account holder | $32,017 | $10,256+212.2% | $8,291+286.2% | $13,402+138.9% |