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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 | $226,218 | $117,846+92.0% | $102,434+120.8% | $145,884+55.1% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 9.73% | 31.90%-22.2pp | 29.46%-19.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,119 | $5,733-80.5% | $5,055-77.9% | $6,690-83.3% |
| Admin fee / account holder | $8,758 | $13,356-34.4% | $9,462-7.4% | $13,392-34.6% |