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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 | $9,640 | $72,446-86.7% | $67,561-85.7% | $145,877-93.4% |
| Participation rate | 44.4% | 76.9%-32.4pp | 72.9%-28.5pp | 80.3%-35.9pp |
| Annual return | 17.39% | 7211.98%-7194.6pp | 3525.44%-3508.1pp | 551.28%-533.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $663 | $4,785-86.1% | $4,003-83.4% | $6,691-90.1% |
| Admin fee / account holder | $328 | $5,541-94.1% | $4,006-91.8% | $13,402-97.6% |