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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 | $14,953 | $76,608-80.5% | $56,077-73.3% | $145,877-89.7% |
| Participation rate | 13.6% | 63.2%-49.6pp | 52.5%-38.9pp | 80.3%-66.7pp |
| Annual return | 11.78% | 3009.59%-2997.8pp | 1709.28%-1697.5pp | 551.28%-539.5pp |
| Employer contribution / active EE | $89 | $1,382-93.5% | $1,040-91.4% | $4,663-98.1% |
| Participant deferral / active EE | $89 | $2,624-96.6% | $1,954-95.4% | $6,691-98.7% |
| Admin fee / account holder | $5,307 | $3,325+59.6% | $2,825+87.9% | $13,402-60.4% |