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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 | $15,324 | $167,030-90.8% | $135,768-88.7% | $155,188-90.1% |
| Participation rate | 44.4% | 76.2%-31.7pp | 71.1%-26.6pp | 80.8%-36.4pp |
| Annual return | 16.44% | 678.39%-662.0pp | 526.10%-509.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,625 | $4,132-60.7% | $3,394-52.1% | $4,248-61.7% |
| Participant deferral / active EE | $267 | $4,528-94.1% | $3,977-93.3% | $6,531-95.9% |
| Admin fee / account holder | $3,388 | $8,172-58.5% | $7,048-51.9% | $14,480-76.6% |