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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 | $13,477 | $99,009-86.4% | $86,581-84.4% | $147,585-90.9% |
| Participation rate | 31.6% | 76.3%-44.8pp | 73.5%-42.0pp | 82.8%-51.3pp |
| Annual return | 14.48% | 1312.70%-1298.2pp | 965.06%-950.6pp | 578.58%-564.1pp |
| Employer contribution / active EE | $130 | $3,132-95.8% | $2,840-95.4% | $4,876-97.3% |
| Participant deferral / active EE | $279 | $3,972-93.0% | $3,609-92.3% | $5,439-94.9% |
| Admin fee / account holder | $1,287 | $5,709-77.5% | $4,904-73.8% | $10,886-88.2% |