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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 | $17,551 | $106,003-83.4% | $92,236-81.0% | $147,585-88.1% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 11.15% | 50.05%-38.9pp | 176.29%-165.1pp | 578.57%-567.4pp |
| Employer contribution / active EE | $11,551 | $4,333+166.6% | $3,679+213.9% | $4,876+136.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $337 | $6,333-94.7% | $5,194-93.5% | $10,885-96.9% |