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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 | $12,155 | $88,778-86.3% | $81,844-85.1% | $145,884-91.7% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 12.08% | 1033.03%-1020.9pp | 778.87%-766.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $94 | $4,648-98.0% | $4,323-97.8% | $6,690-98.6% |
| Admin fee / account holder | $1,000 | $8,430-88.1% | $7,355-86.4% | $13,392-92.5% |