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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 | $19,534 | $96,678-79.8% | $86,640-77.5% | $139,466-86.0% |
| Participation rate | 7.1% | 74.4%-67.3pp | 71.7%-64.6pp | 80.3%-73.2pp |
| Annual return | 14.32% | 106.69%-92.4pp | 592.52%-578.2pp | 373.66%-359.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $118 | $4,837-97.6% | $4,438-97.4% | $6,712-98.2% |
| Admin fee / account holder | $8,409 | $6,410+31.2% | $5,616+49.7% | $11,409-26.3% |