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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 | $9,290 | $58,311-84.1% | $81,882-88.7% | $80,959-88.5% |
| Participation rate | 7.1% | 63.5%-56.3pp | 72.4%-65.2pp | 67.7%-60.5pp |
| Annual return | 13.13% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $222 | $3,287-93.2% | $4,323-94.9% | $4,300-94.8% |
| Admin fee / account holder | $2,445 | $4,752-48.6% | $7,360-66.8% | $6,925-64.7% |