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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 | $189,899 | $52,450+262.1% | $129,384+46.8% | $74,459+155.0% |
| Participation rate | 15.4% | 53.8%-38.5pp | 69.6%-54.2pp | 67.2%-51.8pp |
| Annual return | 13.54% | 15.65%-2.1pp | 9461.77%-9448.2pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $798 | $2,797-71.5% | $4,166-80.8% | $4,350-81.6% |
| Admin fee / account holder | $18,951 | $2,636+619.0% | $7,686+146.6% | $1,945+874.5% |