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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 | $8,915 | $67,823-86.9% | $52,425-83.0% | $137,256-93.5% |
| Participation rate | 23.5% | 63.9%-40.4pp | 55.6%-32.1pp | 80.0%-56.4pp |
| Annual return | 14.08% | 219.11%-205.0pp | 302.12%-288.0pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $186 | $2,288-91.9% | $1,790-89.6% | $6,407-97.1% |
| Admin fee / account holder | $4,787 | $2,844+68.3% | $2,495+91.9% | $12,270-61.0% |