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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 | $96,678-86.2% | $86,640-84.6% | $139,466-90.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 21.71% | 106.69%-85.0pp | 592.52%-570.8pp | 373.66%-351.9pp |
| Employer contribution / active EE | $413 | $3,265-87.3% | $3,024-86.3% | $4,754-91.3% |
| Participant deferral / active EE | $802 | $4,837-83.4% | $4,438-81.9% | $6,712-88.1% |
| Admin fee / account holder | $1,307 | $6,410-79.6% | $5,616-76.7% | $11,409-88.5% |