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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 | $7,691 | $55,902-86.2% | $76,030-89.9% | $80,959-90.5% |
| Participation rate | 22.2% | 62.1%-39.8pp | 69.1%-46.8pp | 67.7%-45.4pp |
| Annual return | 10.72% | 20.59%-9.9pp | 361.54%-350.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $882 | $3,051-71.1% | $4,257-79.3% | $4,300-79.5% |
| Admin fee / account holder | $1,076 | $5,239-79.5% | $6,421-83.2% | $6,925-84.5% |