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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 | $16,841 | $138,102-87.8% | $125,381-86.6% | $134,532-87.5% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -12.40% | 750.73%-763.1pp | 572.31%-584.7pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,185 | $5,245-77.4% | $4,815-75.4% | $4,741-75.0% |
| Participant deferral / active EE | $1,389 | $7,801-82.2% | $7,448-81.4% | $6,401-78.3% |
| Admin fee / account holder | $4,257 | $11,568-63.2% | $10,007-57.5% | $11,429-62.8% |