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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 | $14,938 | $104,924-85.8% | $84,623-82.3% | $152,885-90.2% |
| Participation rate | 43.8% | 74.8%-31.1pp | 68.2%-24.5pp | 82.5%-38.7pp |
| Annual return | 18.51% | 373.82%-355.3pp | 258.77%-240.3pp | 345.39%-326.9pp |
| Employer contribution / active EE | $518 | $3,302-84.3% | $2,652-80.5% | $4,763-89.1% |
| Participant deferral / active EE | $633 | $4,689-86.5% | $3,899-83.8% | $5,851-89.2% |
| Admin fee / account holder | $12,030 | $6,242+92.7% | $4,913+144.9% | $11,598+3.7% |