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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 | $13,194 | $96,691-86.4% | $86,656-84.8% | $139,487-90.5% |
| Participation rate | 68.4% | 74.4%-6.0pp | 71.7%-3.3pp | 80.3%-11.9pp |
| Annual return | 14.00% | 106.87%-92.9pp | 593.09%-579.1pp | 373.84%-359.8pp |
| Employer contribution / active EE | $823 | $3,267-74.8% | $3,025-72.8% | $4,755-82.7% |
| Participant deferral / active EE | $553 | $4,838-88.6% | $4,439-87.5% | $6,713-91.8% |
| Admin fee / account holder | $5,377 | $6,414-16.2% | $5,619-4.3% | $11,407-52.9% |