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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 | $6,504 | $72,403-91.0% | $67,524-90.4% | $145,978-95.5% |
| Participation rate | 12.5% | 76.9%-64.4pp | 72.9%-60.4pp | 80.3%-67.8pp |
| Annual return | 10.17% | 7197.23%-7187.1pp | 3519.41%-3509.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $359 | $4,782-92.5% | $4,001-91.0% | $6,690-94.6% |
| Admin fee / account holder | $2,521 | $5,541-54.5% | $4,001-37.0% | $13,400-81.2% |