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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 | $164,524 | $65,566+150.9% | $86,235+90.8% | $75,177+118.8% |
| Participation rate | 37.0% | 60.5%-23.4pp | 69.0%-31.9pp | 67.2%-30.2pp |
| Annual return | 26.16% | 46.07%-19.9pp | 1170.03%-1143.9pp | 160.75%-134.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,045 | $3,023-65.4% | $3,987-73.8% | $4,126-74.7% |
| Admin fee / account holder | $76,645 | $5,470+1301.2% | $6,856+1018.0% | $5,651+1256.2% |