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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 | $188,132 | $123,750+52.0% | $69,611+170.3% | $145,877+29.0% |
| Participation rate | 55.6% | 69.2%-13.6pp | 66.4%-10.9pp | 80.3%-24.7pp |
| Annual return | 11.73% | 192.03%-180.3pp | 101.14%-89.4pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $236 | $4,243-94.4% | $2,891-91.8% | $6,691-96.5% |
| Admin fee / account holder | $39,321 | $7,817+403.1% | $4,696+737.4% | $13,402+193.4% |