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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 | $12,852 | $109,905-88.3% | $98,506-87.0% | $167,553-92.3% |
| Participation rate | 45.5% | 75.8%-30.4pp | 73.3%-27.9pp | 82.1%-36.7pp |
| Annual return | 11.51% | 1960.20%-1948.7pp | 1494.92%-1483.4pp | 478.89%-467.4pp |
| Employer contribution / active EE | $1,014 | $3,226-68.6% | $2,961-65.8% | $4,840-79.0% |
| Participant deferral / active EE | $727 | $4,674-84.4% | $4,277-83.0% | $6,343-88.5% |
| Admin fee / account holder | $4,677 | $6,760-30.8% | $5,955-21.5% | $12,316-62.0% |