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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 | $9,577 | $72,396-86.8% | $67,511-85.8% | $145,959-93.4% |
| Participation rate | 21.1% | 76.9%-55.8pp | 72.9%-51.8pp | 80.3%-59.2pp |
| Annual return | 13.77% | 7194.07%-7180.3pp | 3517.41%-3503.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $731 | $4,781-84.7% | $4,000-81.7% | $6,689-89.1% |
| Admin fee / account holder | $3,099 | $5,538-44.0% | $3,999-22.5% | $13,398-76.9% |