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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 | $13,969 | $102,595-86.4% | $94,057-85.1% | $154,746-91.0% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 17.69% | 583.42%-565.7pp | 480.62%-462.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $425 | $3,147-86.5% | $2,933-85.5% | $4,379-90.3% |
| Participant deferral / active EE | $707 | $5,118-86.2% | $4,709-85.0% | $6,730-89.5% |
| Admin fee / account holder | $1,736 | $7,736-77.6% | $7,244-76.0% | $14,365-87.9% |