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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 | $200,709 | $102,385+96.0% | $147,080+36.5% | $80,935+148.0% |
| Participation rate | 14.7% | 75.9%-61.2pp | 82.2%-67.5pp | 67.7%-53.0pp |
| Annual return | 20.34% | 135.09%-114.8pp | 420.17%-399.8pp | 35.66%-15.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $666 | $6,651-90.0% | $8,066-91.7% | $4,299-84.5% |
| Admin fee / account holder | $2,473 | $7,951-68.9% | $12,989-81.0% | $6,924-64.3% |