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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 | $126,804 | $102,382+23.9% | $147,005-13.7% | $80,874+56.8% |
| Participation rate | 12.8% | 75.8%-63.0pp | 82.2%-69.3pp | 67.6%-54.8pp |
| Annual return | 20.04% | 134.89%-114.9pp | 418.76%-398.7pp | 35.62%-15.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $675 | $6,646-89.8% | $8,070-91.6% | $4,297-84.3% |
| Admin fee / account holder | $598 | $7,942-92.5% | $13,006-95.4% | $6,935-91.4% |