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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 | $7,229 | $90,397-92.0% | $76,002-90.5% | $145,959-95.0% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.1%-56.6pp | 80.3%-67.8pp |
| Annual return | 11.46% | 621.97%-610.5pp | 360.07%-348.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $407 | $5,163-92.1% | $4,257-90.4% | $6,689-93.9% |
| Admin fee / account holder | $1,417 | $8,369-83.1% | $6,414-77.9% | $13,398-89.4% |