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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 | $104,937-85.8% | $84,628-82.3% | $152,897-90.2% |
| Participation rate | 43.8% | 74.8%-31.1pp | 68.2%-24.5pp | 82.5%-38.7pp |
| Annual return | 18.51% | 373.88%-355.4pp | 258.80%-240.3pp | 345.43%-326.9pp |
| Employer contribution / active EE | $518 | $3,303-84.3% | $2,653-80.5% | $4,764-89.1% |
| Participant deferral / active EE | $633 | $4,690-86.5% | $3,900-83.8% | $5,851-89.2% |
| Admin fee / account holder | $12,030 | $6,243+92.7% | $4,914+144.8% | $11,599+3.7% |