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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 | $6,920 | $73,421-90.6% | $66,439-89.6% | $155,188-95.5% |
| Participation rate | 38.1% | 79.7%-41.6pp | 74.5%-36.4pp | 80.8%-42.7pp |
| Annual return | 9.10% | 1382.37%-1373.3pp | 757.66%-748.6pp | 148.84%-139.7pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $515 | $4,680-89.0% | $3,876-86.7% | $6,531-92.1% |
| Admin fee / account holder | $3,383 | $8,856-61.8% | $6,173-45.2% | $14,480-76.6% |