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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 | $242,651 | $108,285+124.1% | $77,552+212.9% | $158,982+52.6% |
| Participation rate | 63.6% | 64.4%-0.8pp | 54.2%+9.4pp | 82.0%-18.3pp |
| Annual return | 14.59% | 31.69%-17.1pp | 54.82%-40.2pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $44 | $2,455-98.2% | $1,861-97.7% | $5,983-99.3% |
| Admin fee / account holder | $5,213 | $3,709+40.5% | $2,859+82.3% | $11,252-53.7% |