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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 | $7,887 | $88,754-91.1% | $81,820-90.4% | $145,877-94.6% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 11.40% | 1031.77%-1020.4pp | 777.93%-766.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $597 | $4,648-87.2% | $4,323-86.2% | $6,691-91.1% |
| Admin fee / account holder | $2,265 | $8,424-73.1% | $7,391-69.4% | $13,402-83.1% |