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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 | $15,316 | $138,102-88.9% | $125,381-87.8% | $134,532-88.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,346 | $5,245-74.3% | $4,815-72.1% | $4,741-71.6% |
| Participant deferral / active EE | $2,126 | $7,801-72.7% | $7,448-71.4% | $6,401-66.8% |
| Admin fee / account holder | $2,581 | $11,568-77.7% | $10,007-74.2% | $11,429-77.4% |