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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 | $21,338 | $114,093-81.3% | $96,171-77.8% | $167,536-87.3% |
| Participation rate | 35.7% | 75.1%-39.3pp | 68.4%-32.7pp | 82.1%-46.4pp |
| Annual return | 14.19% | 190.00%-175.8pp | 192.04%-177.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $574 | $3,429-83.3% | $2,799-79.5% | $4,839-88.1% |
| Participant deferral / active EE | $757 | $5,197-85.4% | $4,350-82.6% | $6,342-88.1% |
| Admin fee / account holder | $2,012 | $6,899-70.8% | $5,538-63.7% | $12,315-83.7% |