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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 | $58,241-75.5% | $81,780-82.5% | $80,911-82.4% |
| Participation rate | 12.7% | 63.4%-50.7pp | 72.4%-59.6pp | 67.6%-54.9pp |
| Annual return | 103.72% | 41.73%+62.0pp | 776.27%-672.6pp | 35.63%+68.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $689 | $3,283-79.0% | $4,321-84.1% | $4,297-84.0% |
| Admin fee / account holder | $1,029 | $4,973-79.3% | $7,384-86.1% | $6,935-85.2% |