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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 | $105,382 | $65,566+60.7% | $86,235+22.2% | $75,177+40.2% |
| Participation rate | 21.0% | 60.5%-39.5pp | 69.0%-48.0pp | 67.2%-46.2pp |
| Annual return | 19.13% | 46.07%-26.9pp | 1170.03%-1150.9pp | 160.75%-141.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,115 | $3,023-63.1% | $3,987-72.0% | $4,126-73.0% |
| Admin fee / account holder | $1,336 | $5,470-75.6% | $6,856-80.5% | $5,651-76.4% |