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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 | $194,856 | $136,214+43.1% | $98,775+97.3% | $167,536+16.3% |
| Participation rate | 53.3% | 70.2%-16.9pp | 65.7%-12.4pp | 82.1%-28.8pp |
| Annual return | 14.08% | 67.53%-53.4pp | 49.92%-35.8pp | 478.82%-464.7pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $343 | $3,716-90.8% | $3,035-88.7% | $6,342-94.6% |
| Admin fee / account holder | $825 | $5,031-83.6% | $4,076-79.8% | $12,315-93.3% |