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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 | $14,273 | $58,275-75.5% | $81,844-82.6% | $80,935-82.4% |
| Participation rate | 12.7% | 63.5%-50.7pp | 72.4%-59.7pp | 67.7%-54.9pp |
| Annual return | 103.72% | 41.82%+61.9pp | 778.87%-675.2pp | 35.66%+68.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $689 | $3,285-79.0% | $4,323-84.1% | $4,299-84.0% |
| Admin fee / account holder | $1,029 | $4,749-78.3% | $7,355-86.0% | $6,924-85.1% |