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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 | $18,883 | $208,088-90.9% | $186,193-89.9% | $154,746-87.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 12.58% | 89.97%-77.4pp | 78.03%-65.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $642 | $4,340-85.2% | $3,918-83.6% | $4,379-85.3% |
| Participant deferral / active EE | $928 | $7,078-86.9% | $6,513-85.8% | $6,730-86.2% |
| Admin fee / account holder | $618 | $11,698-94.7% | $11,058-94.4% | $14,365-95.7% |