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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 | $153,292 | $87,733+74.7% | $106,555+43.9% | $85,847+78.6% |
| Participation rate | 53.6% | 71.9%-18.4pp | 76.1%-22.6pp | 69.3%-15.7pp |
| Annual return | 44.97% | 21.86%+23.1pp | 26.80%+18.2pp | 318.61%-273.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,010 | $3,469-70.9% | $4,399-77.0% | $3,952-74.5% |
| Admin fee / account holder | $15,049 | $6,767+122.4% | $7,408+103.1% | $6,261+140.4% |