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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 | $14,996 | $76,368-80.4% | $67,681-77.8% | $154,746-90.3% |
| Participation rate | 38.5% | 79.0%-40.5pp | 73.7%-35.3pp | 80.7%-42.2pp |
| Annual return | 16.02% | 1066.77%-1050.8pp | 590.58%-574.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $790 | $4,824-83.6% | $3,976-80.1% | $6,730-88.3% |
| Admin fee / account holder | $2,054 | $8,559-76.0% | $6,100-66.3% | $14,365-85.7% |