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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 | $17,242 | $208,088-91.7% | $186,193-90.7% | $154,746-88.9% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 9.47% | 89.97%-80.5pp | 78.03%-68.6pp | 172.34%-162.9pp |
| Employer contribution / active EE | $836 | $4,340-80.7% | $3,918-78.7% | $4,379-80.9% |
| Participant deferral / active EE | $1,254 | $7,078-82.3% | $6,513-80.7% | $6,730-81.4% |
| Admin fee / account holder | $20,902 | $11,698+78.7% | $11,058+89.0% | $14,365+45.5% |