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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 | $197,028 | $79,181+148.8% | $102,423+92.4% | $74,429+164.7% |
| Participation rate | 14.7% | 74.8%-60.1pp | 76.5%-61.8pp | 67.2%-52.5pp |
| Annual return | 15.28% | 54.97%-39.7pp | 29.42%-14.1pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $967 | $2,362-59.1% | $3,023-68.0% | $2,625-63.2% |
| Participant deferral / active EE | $1,655 | $4,416-62.5% | $5,054-67.3% | $4,348-61.9% |
| Admin fee / account holder | $37,867 | $2,002+1791.6% | $9,455+300.5% | $1,944+1847.6% |