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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 | $130,102 | $101,672+28.0% | $147,117-11.6% | $74,478+74.7% |
| Participation rate | 35.8% | 75.5%-39.7pp | 82.2%-46.3pp | 67.2%-31.4pp |
| Annual return | 15.07% | 8757.83%-8742.8pp | 420.54%-405.5pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,205 | $3,813-68.4% | $4,932-75.6% | $2,626-54.1% |
| Participant deferral / active EE | $1,763 | $7,305-75.9% | $8,065-78.1% | $4,350-59.5% |
| Admin fee / account holder | $16,174 | $1,753+822.5% | $12,993+24.5% | $1,946+731.2% |