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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 | $15,294 | $96,678-84.2% | $86,640-82.3% | $139,466-89.0% |
| Participation rate | 69.2% | 74.4%-5.2pp | 71.7%-2.5pp | 80.3%-11.1pp |
| Annual return | 16.42% | 106.69%-90.3pp | 592.52%-576.1pp | 373.66%-357.2pp |
| Employer contribution / active EE | $513 | $3,265-84.3% | $3,024-83.0% | $4,754-89.2% |
| Participant deferral / active EE | $792 | $4,837-83.6% | $4,438-82.2% | $6,712-88.2% |
| Admin fee / account holder | $535 | $6,410-91.7% | $5,616-90.5% | $11,409-95.3% |