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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 | $11,930 | $51,642-76.9% | $129,384-90.8% | $80,935-85.3% |
| Participation rate | 7.5% | 56.9%-49.4pp | 69.6%-62.1pp | 67.7%-60.1pp |
| Annual return | 14.23% | 20.78%-6.5pp | 9461.77%-9447.5pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $312 | $2,670-88.3% | $4,166-92.5% | $4,299-92.7% |
| Admin fee / account holder | $374 | $4,312-91.3% | $7,686-95.1% | $6,924-94.6% |