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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 | $72,465-91.0% | $67,575-90.4% | $145,884-95.5% |
| Participation rate | 12.5% | 76.9%-64.4pp | 72.9%-60.4pp | 80.3%-67.8pp |
| Annual return | 10.17% | 7222.56%-7212.4pp | 3528.98%-3518.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $359 | $4,786-92.5% | $4,003-91.0% | $6,690-94.6% |
| Admin fee / account holder | $2,521 | $5,515-54.3% | $3,993-36.9% | $13,392-81.2% |