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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 | $13,498 | $162,529-91.7% | $130,788-89.7% | $154,746-91.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 12.47% | 510.48%-498.0pp | 386.44%-374.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $318 | $4,447-92.8% | $3,558-91.1% | $4,379-92.7% |
| Participant deferral / active EE | $398 | $4,808-91.7% | $4,137-90.4% | $6,730-94.1% |
| Admin fee / account holder | $861 | $7,669-88.8% | $6,673-87.1% | $14,365-94.0% |