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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 | $16,913 | $85,171-80.1% | $172,753-90.2% | $72,976-76.8% |
| Participation rate | 48.0% | 70.1%-22.1pp | 82.6%-34.7pp | 69.5%-21.5pp |
| Annual return | 22.86% | 27.32%-4.5pp | 803.00%-780.1pp | 81.02%-58.2pp |
| Employer contribution / active EE | $536 | $3,324-83.9% | $5,144-89.6% | $2,440-78.0% |
| Participant deferral / active EE | $785 | $3,260-75.9% | $5,198-84.9% | $3,608-78.2% |
| Admin fee / account holder | $1,338 | $5,880-77.2% | $13,956-90.4% | $5,124-73.9% |