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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 | $14,217 | $96,678-85.3% | $86,640-83.6% | $139,466-89.8% |
| Participation rate | 53.3% | 74.4%-21.1pp | 71.7%-18.4pp | 80.3%-27.0pp |
| Annual return | 15.53% | 106.69%-91.2pp | 592.52%-577.0pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,534 | $3,265-53.0% | $3,024-49.3% | $4,754-67.7% |
| Participant deferral / active EE | $807 | $4,837-83.3% | $4,438-81.8% | $6,712-88.0% |
| Admin fee / account holder | $858 | $6,410-86.6% | $5,616-84.7% | $11,409-92.5% |