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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 | $17,047 | $111,830-84.8% | $93,696-81.8% | $145,884-88.3% |
| Participation rate | 8.7% | 74.2%-65.5pp | 68.7%-60.0pp | 80.3%-71.6pp |
| Annual return | 9.63% | 204.08%-194.4pp | 133.74%-124.1pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13 | $4,920-99.7% | $4,417-99.7% | $6,690-99.8% |
| Admin fee / account holder | $43,506 | $10,249+324.5% | $8,287+425.0% | $13,392+224.9% |