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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 | $8,749 | $49,896-82.5% | $80,627-89.1% | $75,173-88.4% |
| Participation rate | 5.4% | 55.3%-50.0pp | 67.0%-61.7pp | 67.2%-61.8pp |
| Annual return | 17.25% | 34.67%-17.4pp | 936.76%-919.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $105 | $2,992-96.5% | $4,443-97.6% | $4,126-97.5% |
| Admin fee / account holder | $3,303 | $3,578-7.7% | $5,381-38.6% | $5,651-41.6% |