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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 | $216,275 | $169,336+27.7% | $129,384+67.2% | $145,884+48.3% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 8.71% | 14408.70%-14400.0pp | 9461.77%-9453.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $251 | $4,985-95.0% | $4,166-94.0% | $6,690-96.2% |
| Admin fee / account holder | $14,302 | $9,912+44.3% | $7,686+86.1% | $13,392+6.8% |