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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 | $10,638 | $103,000-89.7% | $90,300-88.2% | $152,885-93.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 21.22% | 95.19%-74.0pp | 78.11%-56.9pp | 345.39%-324.2pp |
| Employer contribution / active EE | $299 | $3,138-90.5% | $2,854-89.5% | $4,763-93.7% |
| Participant deferral / active EE | $496 | $4,281-88.4% | $3,884-87.2% | $5,851-91.5% |
| Admin fee / account holder | $3,810 | $6,173-38.3% | $5,353-28.8% | $11,598-67.1% |