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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 | $194,417 | $65,575+196.5% | $86,209+125.5% | $75,181+158.6% |
| Participation rate | 23.3% | 60.5%-37.2pp | 69.0%-45.6pp | 67.2%-43.9pp |
| Annual return | 18.27% | 46.07%-27.8pp | 1169.05%-1150.8pp | 160.69%-142.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,003 | $3,023-66.8% | $3,986-74.8% | $4,126-75.7% |
| Admin fee / account holder | $1,479 | $5,470-73.0% | $6,853-78.4% | $5,650-73.8% |