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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 | $9,508 | $103,008-90.8% | $90,304-89.5% | $152,897-93.8% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.5%-35.1pp |
| Annual return | 13.91% | 95.22%-81.3pp | 78.13%-64.2pp | 345.43%-331.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $631 | $4,281-85.3% | $3,885-83.8% | $5,851-89.2% |
| Admin fee / account holder | $2,249 | $6,175-63.6% | $5,354-58.0% | $11,599-80.6% |