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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 | $16,820 | $96,678-82.6% | $86,640-80.6% | $139,466-87.9% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.5pp | 80.3%-24.1pp |
| Annual return | 13.28% | 106.69%-93.4pp | 592.52%-579.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $830 | $3,265-74.6% | $3,024-72.5% | $4,754-82.5% |
| Participant deferral / active EE | $830 | $4,837-82.8% | $4,438-81.3% | $6,712-87.6% |
| Admin fee / account holder | $2,066 | $6,410-67.8% | $5,616-63.2% | $11,409-81.9% |