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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 | $8,650 | $70,121-87.7% | $63,803-86.4% | $138,895-93.8% |
| Participation rate | 63.6% | 77.2%-13.6pp | 72.7%-9.1pp | 79.9%-16.3pp |
| Annual return | 12.74% | 946.48%-933.7pp | 543.72%-531.0pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,196 | $2,882-58.5% | $2,532-52.8% | $4,194-71.5% |
| Participant deferral / active EE | $153 | $4,535-96.6% | $3,843-96.0% | $6,396-97.6% |
| Admin fee / account holder | $2,666 | $6,738-60.4% | $5,196-48.7% | $12,562-78.8% |