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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 | $72,426-86.8% | $67,560-85.8% | $145,897-93.4% |
| Participation rate | 21.1% | 76.9%-55.8pp | 72.9%-51.9pp | 80.3%-59.3pp |
| Annual return | 13.77% | 7226.78%-7213.0pp | 3533.50%-3519.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $731 | $4,785-84.7% | $4,004-81.8% | $6,689-89.1% |
| Admin fee / account holder | $3,099 | $5,514-43.8% | $3,994-22.4% | $13,390-76.9% |