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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 | $19,501 | $106,005-81.6% | $92,239-78.9% | $147,585-86.8% |
| Participation rate | 34.8% | 80.4%-45.6pp | 76.5%-41.7pp | 82.8%-48.0pp |
| Annual return | 14.29% | 50.05%-35.8pp | 176.29%-162.0pp | 578.58%-564.3pp |
| Employer contribution / active EE | $2,249 | $4,333-48.1% | $3,680-38.9% | $4,876-53.9% |
| Participant deferral / active EE | $425 | $4,478-90.5% | $3,897-89.1% | $5,439-92.2% |
| Admin fee / account holder | $9,238 | $6,333+45.9% | $5,194+77.9% | $10,886-15.1% |