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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 | $6,066 | $72,465-91.6% | $67,575-91.0% | $145,884-95.8% |
| Participation rate | 8.3% | 76.9%-68.5pp | 72.9%-64.6pp | 80.3%-72.0pp |
| Annual return | 14.87% | 7222.56%-7207.7pp | 3528.98%-3514.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $280 | $4,786-94.2% | $4,003-93.0% | $6,690-95.8% |
| Admin fee / account holder | $8,061 | $5,515+46.2% | $3,993+101.9% | $13,392-39.8% |