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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 | $7,188 | $101,618-92.9% | $93,063-92.3% | $137,256-94.8% |
| Participation rate | 29.2% | 74.9%-45.8pp | 72.1%-42.9pp | 80.0%-50.8pp |
| Annual return | 11.71% | 223.95%-212.2pp | 34.15%-22.4pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $474 | $4,279-88.9% | $3,958-88.0% | $6,407-92.6% |
| Admin fee / account holder | $426 | $6,198-93.1% | $6,033-92.9% | $12,270-96.5% |