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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 | $10,514 | $72,426-85.5% | $67,560-84.4% | $145,897-92.8% |
| Participation rate | 21.4% | 76.9%-55.5pp | 72.9%-51.5pp | 80.3%-58.9pp |
| Annual return | 9.65% | 7226.78%-7217.1pp | 3533.50%-3523.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $837 | $4,785-82.5% | $4,004-79.1% | $6,689-87.5% |
| Admin fee / account holder | $8,848 | $5,514+60.5% | $3,994+121.5% | $13,390-33.9% |