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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 | $72,403-86.2% | $67,524-85.2% | $145,978-93.1% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 22.37% | 7197.23%-7174.9pp | 3519.41%-3497.0pp | 550.52%-528.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $767 | $4,782-84.0% | $4,001-80.8% | $6,690-88.5% |
| Admin fee / account holder | $553 | $5,541-90.0% | $4,001-86.2% | $13,400-95.9% |