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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 | $17,127 | $84,741-79.8% | $75,731-77.4% | $167,553-89.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 13.92% | 199.72%-185.8pp | 104.65%-90.7pp | 478.89%-465.0pp |
| Employer contribution / active EE | $781 | $3,230-75.8% | $2,743-71.5% | $4,840-83.9% |
| Participant deferral / active EE | $932 | $4,577-79.6% | $3,820-75.6% | $6,343-85.3% |
| Admin fee / account holder | $1,343 | $5,361-74.9% | $3,620-62.9% | $12,316-89.1% |