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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 | $14,545 | $84,628-82.8% | $61,501-76.3% | $134,545-89.2% |
| Participation rate | 10.5% | 62.2%-51.7pp | 52.6%-42.0pp | 81.2%-70.7pp |
| Annual return | 49.24% | 585.61%-536.4pp | 339.04%-289.8pp | 418.37%-369.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $123 | $2,819-95.6% | $2,125-94.2% | $6,401-98.1% |
| Admin fee / account holder | $765 | $2,587-70.4% | $2,132-64.1% | $11,431-93.3% |