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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 | $17,439 | $103,008-83.1% | $90,304-80.7% | $152,897-88.6% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.5%-37.0pp |
| Annual return | 20.78% | 95.22%-74.4pp | 78.13%-57.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $342 | $3,139-89.1% | $2,855-88.0% | $4,764-92.8% |
| Participant deferral / active EE | $572 | $4,281-86.6% | $3,885-85.3% | $5,851-90.2% |
| Admin fee / account holder | $3,117 | $6,175-49.5% | $5,354-41.8% | $11,599-73.1% |