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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 | $13,186 | $102,595-87.1% | $94,057-86.0% | $154,746-91.5% |
| Participation rate | 52.6% | 76.0%-23.4pp | 73.3%-20.7pp | 80.7%-28.1pp |
| Annual return | 12.11% | 583.42%-571.3pp | 480.62%-468.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $578 | $3,147-81.6% | $2,933-80.3% | $4,379-86.8% |
| Participant deferral / active EE | $939 | $5,118-81.7% | $4,709-80.1% | $6,730-86.1% |
| Admin fee / account holder | $2,035 | $7,736-73.7% | $7,244-71.9% | $14,365-85.8% |