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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 | $9,243 | $52,353-82.3% | $120,225-92.3% | $82,448-88.8% |
| Participation rate | 15.9% | 58.3%-42.4pp | 69.6%-53.7pp | 68.1%-52.2pp |
| Annual return | 15.36% | 61.85%-46.5pp | 439.23%-423.9pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $394 | $2,627-85.0% | $3,999-90.2% | $4,139-90.5% |
| Admin fee / account holder | $1,484 | $4,363-66.0% | $5,696-74.0% | $7,234-79.5% |