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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 | $14,890 | $110,039-86.5% | $97,260-84.7% | $145,884-89.8% |
| Participation rate | 6.3% | 75.9%-69.7pp | 72.7%-66.4pp | 80.3%-74.1pp |
| Annual return | 9.06% | 244.44%-235.4pp | 75.54%-66.5pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $567 | $4,674-87.9% | $4,262-86.7% | $6,690-91.5% |
| Admin fee / account holder | $8,405 | $6,204+35.5% | $5,640+49.0% | $13,392-37.2% |