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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 | $9,558 | $42,383-77.4% | $76,518-87.5% | $64,173-85.1% |
| Participation rate | 12.8% | 58.1%-45.3pp | 68.0%-55.2pp | 69.6%-56.7pp |
| Annual return | 3450.40% | -16.54%+3466.9pp | -0.27%+3450.7pp | 7.63%+3442.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $285 | $2,566-88.9% | $3,836-92.6% | $3,470-91.8% |
| Admin fee / account holder | $4,545 | $3,198+42.1% | $4,849-6.3% | $4,887-7.0% |