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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 | $17,428 | $65,440-73.4% | $98,506-82.3% | $85,851-79.7% |
| Participation rate | 15.6% | 65.0%-49.4pp | 73.3%-57.7pp | 69.3%-53.7pp |
| Annual return | 16.64% | 21.75%-5.1pp | 1494.92%-1478.3pp | 318.63%-302.0pp |
| Employer contribution / active EE | $323 | $2,169-85.1% | $2,961-89.1% | $2,565-87.4% |
| Participant deferral / active EE | $248 | $3,168-92.2% | $4,277-94.2% | $3,952-93.7% |
| Admin fee / account holder | $1,308 | $4,596-71.5% | $5,955-78.0% | $6,261-79.1% |