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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 | $8,098 | $58,275-86.1% | $81,844-90.1% | $80,935-90.0% |
| Participation rate | 31.0% | 63.5%-32.4pp | 72.4%-41.3pp | 67.7%-36.6pp |
| Annual return | 18.95% | 41.82%-22.9pp | 778.87%-759.9pp | 35.66%-16.7pp |
| Employer contribution / active EE | $588 | $2,346-74.9% | $2,916-79.8% | $2,757-78.7% |
| Participant deferral / active EE | $689 | $3,285-79.0% | $4,323-84.1% | $4,299-84.0% |
| Admin fee / account holder | $1,326 | $4,749-72.1% | $7,355-82.0% | $6,924-80.9% |