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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 | $14,209 | $104,953-86.5% | $84,637-83.2% | $152,909-90.7% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.5%-45.0pp |
| Annual return | 693.23% | 373.94%+319.3pp | 258.82%+434.4pp | 345.46%+347.8pp |
| Employer contribution / active EE | $521 | $3,304-84.2% | $2,653-80.4% | $4,764-89.1% |
| Participant deferral / active EE | $669 | $4,691-85.7% | $3,900-82.9% | $5,851-88.6% |
| Admin fee / account holder | $1,056 | $6,244-83.1% | $4,914-78.5% | $11,601-90.9% |