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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 | $7,119 | $34,316-79.3% | $74,722-90.5% | $72,975-90.2% |
| Participation rate | 17.6% | 42.4%-24.8pp | 54.5%-36.8pp | 69.5%-51.8pp |
| Annual return | 23.93% | 26.58%-2.7pp | 753.11%-729.2pp | 81.01%-57.1pp |
| Employer contribution / active EE | $361 | $692-47.9% | $1,084-66.7% | $2,440-85.2% |
| Participant deferral / active EE | $370 | $1,272-70.9% | $1,963-81.2% | $3,608-89.8% |
| Admin fee / account holder | $841 | $2,125-60.4% | $3,335-74.8% | $5,124-83.6% |