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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 | $118,144 | $63,346+86.5% | $92,240+28.1% | $70,126+68.5% |
| Participation rate | 28.6% | 68.7%-40.1pp | 76.5%-47.9pp | 69.5%-41.0pp |
| Annual return | 19.87% | 530.19%-510.3pp | 176.29%-156.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $211 | $2,854-92.6% | $3,897-94.6% | $3,332-93.7% |
| Admin fee / account holder | $1,250 | $3,841-67.5% | $5,194-75.9% | $4,645-73.1% |