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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 | $15,243 | $73,546-79.3% | $63,018-75.8% | $147,586-89.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.8%-49.8pp | 82.8%-57.8pp |
| Annual return | 12.20% | 175.56%-163.4pp | 87.62%-75.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $607 | $3,324-81.7% | $2,761-78.0% | $4,876-87.6% |
| Participant deferral / active EE | $607 | $4,185-85.5% | $3,330-81.8% | $5,439-88.8% |
| Admin fee / account holder | $1,472 | $5,956-75.3% | $3,601-59.1% | $10,886-86.5% |