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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 | $16,718 | $73,518-77.3% | $63,003-73.5% | $147,585-88.7% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 15.96% | 175.46%-159.5pp | 87.59%-71.6pp | 578.57%-562.6pp |
| Employer contribution / active EE | $701 | $3,322-78.9% | $2,760-74.6% | $4,876-85.6% |
| Participant deferral / active EE | $701 | $4,183-83.3% | $3,329-79.0% | $5,439-87.1% |
| Admin fee / account holder | $3,056 | $5,952-48.7% | $3,600-15.1% | $10,885-71.9% |