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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 | $21,956 | $106,005-79.3% | $92,239-76.2% | $147,585-85.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 10.32% | 50.05%-39.7pp | 176.29%-166.0pp | 578.58%-568.3pp |
| Employer contribution / active EE | $784 | $4,333-81.9% | $3,680-78.7% | $4,876-83.9% |
| Participant deferral / active EE | $980 | $4,478-78.1% | $3,897-74.9% | $5,439-82.0% |
| Admin fee / account holder | $22,517 | $6,333+255.6% | $5,194+333.5% | $10,886+106.9% |