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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 | $16,168 | $99,011-83.7% | $86,582-81.3% | $147,586-89.0% |
| Participation rate | 35.7% | 76.3%-40.6pp | 73.5%-37.8pp | 82.8%-47.1pp |
| Annual return | 10.48% | 1312.75%-1302.3pp | 965.08%-954.6pp | 578.59%-568.1pp |
| Employer contribution / active EE | $167 | $3,132-94.7% | $2,839-94.1% | $4,876-96.6% |
| Participant deferral / active EE | $416 | $3,972-89.5% | $3,609-88.5% | $5,439-92.3% |
| Admin fee / account holder | $1,659 | $5,709-70.9% | $4,904-66.2% | $10,886-84.8% |