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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 | $72,465-86.7% | $67,575-85.7% | $145,884-93.4% |
| Participation rate | 44.4% | 76.9%-32.4pp | 72.9%-28.5pp | 80.3%-35.9pp |
| Annual return | 17.39% | 7222.56%-7205.2pp | 3528.98%-3511.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $663 | $4,786-86.1% | $4,003-83.4% | $6,690-90.1% |
| Admin fee / account holder | $328 | $5,515-94.1% | $3,993-91.8% | $13,392-97.6% |