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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 | $12,513 | $129,217-90.3% | $93,406-86.6% | $158,950-92.1% |
| Participation rate | 16.7% | 71.0%-54.3pp | 66.8%-50.1pp | 82.0%-65.3pp |
| Annual return | 13.59% | 118.21%-104.6pp | 78.05%-64.5pp | 302.91%-289.3pp |
| Employer contribution / active EE | $105 | $2,711-96.1% | $2,075-95.0% | $4,762-97.8% |
| Participant deferral / active EE | $63 | $3,909-98.4% | $3,126-98.0% | $5,983-98.9% |
| Admin fee / account holder | $1,668 | $7,383-77.4% | $5,230-68.1% | $11,248-85.2% |