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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 | $13,306 | $96,643-86.2% | $86,617-84.6% | $139,456-90.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 21.71% | 106.57%-84.9pp | 591.91%-570.2pp | 373.45%-351.7pp |
| Employer contribution / active EE | $413 | $3,264-87.3% | $3,023-86.3% | $4,753-91.3% |
| Participant deferral / active EE | $802 | $4,835-83.4% | $4,437-81.9% | $6,711-88.1% |
| Admin fee / account holder | $1,307 | $6,406-79.6% | $5,613-76.7% | $11,407-88.5% |