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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 | $21,785 | $96,678-77.5% | $86,640-74.9% | $139,466-84.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 15.61% | 106.69%-91.1pp | 592.52%-576.9pp | 373.66%-358.0pp |
| Employer contribution / active EE | $395 | $3,265-87.9% | $3,024-87.0% | $4,754-91.7% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,007 | $6,410-84.3% | $5,616-82.1% | $11,409-91.2% |