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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 | $10,594 | $57,305-81.5% | $86,640-87.8% | $75,173-85.9% |
| Participation rate | 53.3% | 63.2%-9.9pp | 71.7%-18.4pp | 67.2%-13.9pp |
| Annual return | 14.56% | 2674.24%-2659.7pp | 592.52%-578.0pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,501 | $2,316-35.2% | $3,024-50.4% | $2,671-43.8% |
| Participant deferral / active EE | $573 | $3,320-82.7% | $4,438-87.1% | $4,126-86.1% |
| Admin fee / account holder | $3,722 | $4,116-9.6% | $5,616-33.7% | $5,651-34.1% |