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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 | $17,786 | $103,008-82.7% | $90,304-80.3% | $152,897-88.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 11.75% | 95.22%-83.5pp | 78.13%-66.4pp | 345.43%-333.7pp |
| Employer contribution / active EE | $500 | $3,139-84.1% | $2,855-82.5% | $4,764-89.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,375 | $6,175+262.4% | $5,354+317.9% | $11,599+92.9% |