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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 | $9,915 | $57,312-82.7% | $86,617-88.6% | $75,181-86.8% |
| Participation rate | 44.0% | 63.2%-19.2pp | 71.7%-27.7pp | 67.2%-23.2pp |
| Annual return | 14.53% | 2672.78%-2658.3pp | 591.91%-577.4pp | 160.69%-146.2pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $701 | $3,319-78.9% | $4,437-84.2% | $4,126-83.0% |
| Admin fee / account holder | $887 | $4,114-78.4% | $5,613-84.2% | $5,650-84.3% |