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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 | $40,566+373.4% | $96,754+98.5% | $64,728+196.7% |
| Participation rate | 1.3% | 24.8%-23.5pp | 70.3%-69.0pp | 57.9%-56.6pp |
| Annual return | 15.27% | 93.20%-77.9pp | 82.04%-66.8pp | 49.38%-34.1pp |
| Employer contribution / active EE | $48 | $808-94.1% | $2,679-98.2% | $2,243-97.9% |
| Participant deferral / active EE | $133 | $933-85.8% | $4,758-97.2% | $2,729-95.1% |
| Admin fee / account holder | $10,502 | $2,770+279.2% | $8,905+17.9% | $1,145+817.1% |