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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 | $14,455 | $96,643-85.0% | $86,617-83.3% | $139,456-89.6% |
| Participation rate | 59.1% | 74.4%-15.3pp | 71.7%-12.6pp | 80.3%-21.2pp |
| Annual return | 16.76% | 106.57%-89.8pp | 591.91%-575.2pp | 373.45%-356.7pp |
| Employer contribution / active EE | $609 | $3,264-81.3% | $3,023-79.8% | $4,753-87.2% |
| Participant deferral / active EE | $528 | $4,835-89.1% | $4,437-88.1% | $6,711-92.1% |
| Admin fee / account holder | $926 | $6,406-85.5% | $5,613-83.5% | $11,407-91.9% |