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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 | $15,450 | $109,905-85.9% | $98,506-84.3% | $167,553-90.8% |
| Participation rate | 15.4% | 75.8%-60.4pp | 73.3%-58.0pp | 82.1%-66.7pp |
| Annual return | 14.83% | 1960.20%-1945.4pp | 1494.92%-1480.1pp | 478.89%-464.1pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $164 | $4,674-96.5% | $4,277-96.2% | $6,343-97.4% |
| Admin fee / account holder | $403 | $6,760-94.0% | $5,955-93.2% | $12,316-96.7% |