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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 | $10,817 | $26,137-58.6% | $58,561-81.5% | $74,460-85.5% |
| Participation rate | 7.2% | 32.2%-24.9pp | 50.9%-43.7pp | 70.7%-63.5pp |
| Annual return | 25.14% | 32.53%-7.4pp | 4251.33%-4226.2pp | 34.38%-9.2pp |
| Employer contribution / active EE | $138 | $537-74.2% | $1,053-86.9% | $2,638-94.8% |
| Participant deferral / active EE | $273 | $1,076-74.6% | $1,923-85.8% | $4,530-94.0% |
| Admin fee / account holder | $383 | $648-40.9% | $2,520-84.8% | $348+10.2% |