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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 | $12,439 | $96,678-87.1% | $86,640-85.6% | $139,466-91.1% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.1pp |
| Annual return | 13.24% | 106.69%-93.4pp | 592.52%-579.3pp | 373.66%-360.4pp |
| Employer contribution / active EE | $407 | $3,265-87.5% | $3,024-86.6% | $4,754-91.4% |
| Participant deferral / active EE | $214 | $4,837-95.6% | $4,438-95.2% | $6,712-96.8% |
| Admin fee / account holder | $5,280 | $6,410-17.6% | $5,616-6.0% | $11,409-53.7% |