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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 | $191,856 | $124,175+54.5% | $108,405+77.0% | $167,553+14.5% |
| Participation rate | 47.1% | 82.3%-35.2pp | 80.1%-33.1pp | 82.1%-35.1pp |
| Annual return | 16.93% | 1380.13%-1363.2pp | 905.55%-888.6pp | 478.89%-462.0pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,176 | $6,908-83.0% | $6,563-82.1% | $6,343-81.5% |
| Admin fee / account holder | $669 | $9,457-92.9% | $7,297-90.8% | $12,316-94.6% |