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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 | $234,062 | $152,612+53.4% | $125,192+87.0% | $152,897+53.1% |
| Participation rate | 20.0% | 83.3%-63.3pp | 79.8%-59.8pp | 82.5%-62.5pp |
| Annual return | 21.42% | 54.85%-33.4pp | 43.79%-22.4pp | 345.43%-324.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $117 | $5,868-98.0% | $4,937-97.6% | $5,851-98.0% |
| Admin fee / account holder | $84,229 | $13,437+526.8% | $9,704+768.0% | $11,599+626.1% |