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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 | $239,538 | $65,566+265.3% | $86,235+177.8% | $75,177+218.6% |
| Participation rate | 44.8% | 60.5%-15.7pp | 69.0%-24.1pp | 67.2%-22.4pp |
| Annual return | 13.86% | 46.07%-32.2pp | 1170.03%-1156.2pp | 160.75%-146.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,198 | $3,023-60.4% | $3,987-70.0% | $4,126-71.0% |
| Admin fee / account holder | $1,603 | $5,470-70.7% | $6,856-76.6% | $5,651-71.6% |