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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 | $13,996 | $49,896-71.9% | $80,627-82.6% | $75,173-81.4% |
| Participation rate | 8.5% | 55.3%-46.8pp | 67.0%-58.5pp | 67.2%-58.7pp |
| Annual return | 17.66% | 34.67%-17.0pp | 936.76%-919.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $548 | $2,992-81.7% | $4,443-87.7% | $4,126-86.7% |
| Admin fee / account holder | $712 | $3,578-80.1% | $5,381-86.8% | $5,651-87.4% |