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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 | $21,652 | $96,691-77.6% | $86,656-75.0% | $139,487-84.5% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 13.51% | 106.87%-93.4pp | 593.09%-579.6pp | 373.84%-360.3pp |
| Employer contribution / active EE | $572 | $3,267-82.5% | $3,025-81.1% | $4,755-88.0% |
| Participant deferral / active EE | $572 | $4,838-88.2% | $4,439-87.1% | $6,713-91.5% |
| Admin fee / account holder | $10,749 | $6,414+67.6% | $5,619+91.3% | $11,407-5.8% |