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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 | $14,320 | $126,113-88.6% | $116,096-87.7% | $155,188-90.8% |
| Participation rate | 20.0% | 75.1%-55.1pp | 73.3%-53.3pp | 80.8%-60.8pp |
| Annual return | 17.82% | 391.72%-373.9pp | 326.25%-308.4pp | 148.84%-131.0pp |
| Employer contribution / active EE | $132 | $2,672-95.1% | $2,503-94.7% | $4,248-96.9% |
| Participant deferral / active EE | $581 | $4,162-86.0% | $3,952-85.3% | $6,531-91.1% |
| Admin fee / account holder | $3,107 | $8,045-61.4% | $7,704-59.7% | $14,480-78.5% |