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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 | $56,063-86.3% | $76,051-89.9% | $80,911-90.5% |
| Participation rate | 22.2% | 62.0%-39.8pp | 69.1%-46.9pp | 67.6%-45.4pp |
| Annual return | 10.72% | 20.54%-9.8pp | 360.42%-349.7pp | 35.63%-24.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $882 | $3,052-71.1% | $4,257-79.3% | $4,297-79.5% |
| Admin fee / account holder | $1,076 | $5,240-79.5% | $6,416-83.2% | $6,935-84.5% |