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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 | $12,225 | $136,433-91.0% | $98,864-87.6% | $167,553-92.7% |
| Participation rate | 7.1% | 70.3%-63.1pp | 65.7%-58.6pp | 82.1%-75.0pp |
| Annual return | 14.92% | 67.76%-52.8pp | 50.03%-35.1pp | 478.89%-464.0pp |
| Employer contribution / active EE | $226 | $2,636-91.4% | $2,070-89.1% | $4,840-95.3% |
| Participant deferral / active EE | $226 | $3,721-93.9% | $3,037-92.5% | $6,343-96.4% |
| Admin fee / account holder | $4,041 | $5,039-19.8% | $4,080-0.9% | $12,316-67.2% |