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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 | $16,634 | $102,595-83.8% | $94,057-82.3% | $154,746-89.3% |
| Participation rate | 29.4% | 76.0%-46.6pp | 73.3%-43.9pp | 80.7%-51.3pp |
| Annual return | 18.17% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $946 | $5,118-81.5% | $4,709-79.9% | $6,730-86.0% |
| Admin fee / account holder | $1,250 | $7,736-83.8% | $7,244-82.7% | $14,365-91.3% |