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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 | $217,587 | $117,895+84.6% | $102,460+112.4% | $145,897+49.1% |
| Participation rate | 27.8% | 78.6%-50.9pp | 76.5%-48.7pp | 80.3%-52.5pp |
| Annual return | 8.69% | 31.92%-23.2pp | 29.47%-20.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $760 | $5,736-86.8% | $5,056-85.0% | $6,689-88.6% |
| Admin fee / account holder | $32,818 | $13,353+145.8% | $9,460+246.9% | $13,390+145.1% |