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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 | $7,431 | $90,691-91.8% | $76,119-90.2% | $145,884-94.9% |
| Participation rate | 30.8% | 74.5%-43.7pp | 69.1%-38.3pp | 80.3%-49.5pp |
| Annual return | 17.92% | 624.52%-606.6pp | 361.25%-343.3pp | 551.85%-533.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $441 | $5,167-91.5% | $4,259-89.7% | $6,690-93.4% |
| Admin fee / account holder | $332 | $8,383-96.0% | $6,421-94.8% | $13,392-97.5% |