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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 | $6,887 | $100,073-93.1% | $85,126-91.9% | $145,877-95.3% |
| Participation rate | 31.3% | 74.1%-42.9pp | 67.5%-36.3pp | 80.3%-49.1pp |
| Annual return | 9.99% | 84.11%-74.1pp | 66.63%-56.6pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $842 | $5,294-84.1% | $4,523-81.4% | $6,691-87.4% |
| Admin fee / account holder | $1,173 | $7,261-83.8% | $6,160-81.0% | $13,402-91.2% |