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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 | $9,978 | $95,601-89.6% | $77,183-87.1% | $139,456-92.8% |
| Participation rate | 36.4% | 74.0%-37.6pp | 69.6%-33.2pp | 80.3%-44.0pp |
| Annual return | 15.39% | 54.96%-39.6pp | 37.89%-22.5pp | 373.45%-358.1pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8 | $4,623-99.8% | $3,833-99.8% | $6,711-99.9% |
| Admin fee / account holder | $955 | $8,302-88.5% | $5,475-82.6% | $11,407-91.6% |