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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 | $15,583 | $88,710-82.4% | $81,783-80.9% | $145,959-89.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 14.57% | 1027.26%-1012.7pp | 775.05%-760.5pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,214 | $3,083-60.6% | $2,913-58.3% | $4,661-74.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $609 | $8,407-92.8% | $7,380-91.7% | $13,398-95.5% |