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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 | $11,485 | $56,431-79.6% | $130,788-91.2% | $87,485-86.9% |
| Participation rate | 53.1% | 58.9%-5.8pp | 70.1%-17.0pp | 68.9%-15.8pp |
| Annual return | 15.50% | 91.27%-75.8pp | 386.44%-370.9pp | 26.06%-10.6pp |
| Employer contribution / active EE | $534 | $1,549-65.5% | $3,558-85.0% | $2,596-79.4% |
| Participant deferral / active EE | $647 | $2,749-76.5% | $4,137-84.4% | $4,274-84.9% |
| Admin fee / account holder | $515 | $4,433-88.4% | $6,673-92.3% | $7,775-93.4% |