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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 | $192,050 | $47,974+300.3% | $129,031+48.8% | $69,255+177.3% |
| Participation rate | 1.3% | 29.2%-28.0pp | 73.4%-72.1pp | 69.0%-67.7pp |
| Annual return | 15.27% | 116.92%-101.7pp | 34.67%-19.4pp | 26.73%-11.5pp |
| Employer contribution / active EE | $48 | $755-93.7% | $3,226-98.5% | $2,645-98.2% |
| Participant deferral / active EE | $133 | $1,143-88.4% | $5,217-97.5% | $2,890-95.4% |
| Admin fee / account holder | $10,502 | $2,691+290.3% | $13,208-20.5% | $733+1333.1% |