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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 | $102,393+96.0% | $147,041+36.5% | $80,911+148.1% |
| Participation rate | 14.7% | 75.9%-61.1pp | 82.2%-67.5pp | 67.6%-52.9pp |
| Annual return | 20.34% | 134.95%-114.6pp | 419.21%-398.9pp | 35.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $666 | $6,647-90.0% | $8,071-91.7% | $4,297-84.5% |
| Admin fee / account holder | $2,473 | $7,943-68.9% | $13,006-81.0% | $6,935-64.3% |