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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 | $7,610 | $67,823-88.8% | $52,425-85.5% | $137,256-94.5% |
| Participation rate | 8.7% | 63.9%-55.2pp | 55.6%-46.9pp | 80.0%-71.3pp |
| Annual return | 11.41% | 219.11%-207.7pp | 302.12%-290.7pp | 220.34%-208.9pp |
| Employer contribution / active EE | $60 | $1,163-94.8% | $914-93.4% | $4,156-98.5% |
| Participant deferral / active EE | $89 | $2,288-96.1% | $1,790-95.1% | $6,407-98.6% |
| Admin fee / account holder | $454 | $2,844-84.0% | $2,495-81.8% | $12,270-96.3% |