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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 | $7,042 | $95,601-92.6% | $77,183-90.9% | $139,456-95.0% |
| Participation rate | 27.3% | 74.0%-46.7pp | 69.6%-42.3pp | 80.3%-53.1pp |
| Annual return | 19.84% | 54.96%-35.1pp | 37.89%-18.1pp | 373.45%-353.6pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $658 | $4,623-85.8% | $3,833-82.8% | $6,711-90.2% |
| Admin fee / account holder | $1,038 | $8,302-87.5% | $5,475-81.0% | $11,407-90.9% |