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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 | $90,614-92.0% | $76,089-90.5% | $145,877-95.0% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.1%-56.6pp | 80.3%-67.8pp |
| Annual return | 11.46% | 623.80%-612.3pp | 360.94%-349.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $407 | $5,168-92.1% | $4,259-90.4% | $6,691-93.9% |
| Admin fee / account holder | $1,417 | $8,376-83.1% | $6,418-77.9% | $13,402-89.4% |