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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 | $10,001 | $72,465-86.2% | $67,575-85.2% | $145,884-93.1% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 22.37% | 7222.56%-7200.2pp | 3528.98%-3506.6pp | 551.85%-529.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $767 | $4,786-84.0% | $4,003-80.8% | $6,690-88.5% |
| Admin fee / account holder | $553 | $5,515-90.0% | $3,993-86.1% | $13,392-95.9% |