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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 | $18,137 | $106,008-82.9% | $92,240-80.3% | $147,586-87.7% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.5%-32.7pp | 82.8%-39.1pp |
| Annual return | 16.55% | 50.05%-33.5pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $845 | $4,333-80.5% | $3,680-77.0% | $4,876-82.7% |
| Participant deferral / active EE | $1,044 | $4,478-76.7% | $3,897-73.2% | $5,439-80.8% |
| Admin fee / account holder | $17,646 | $6,333+178.6% | $5,194+239.7% | $10,886+62.1% |