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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 | $69,118-87.1% | $53,647-83.4% | $138,895-93.6% |
| Participation rate | 23.5% | 64.0%-40.4pp | 56.3%-32.8pp | 79.9%-56.4pp |
| Annual return | 14.08% | 248.26%-234.2pp | 358.33%-344.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $186 | $2,274-91.8% | $1,813-89.8% | $6,396-97.1% |
| Admin fee / account holder | $4,787 | $2,724+75.7% | $2,460+94.6% | $12,562-61.9% |