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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 | $6,821 | $100,139-93.2% | $85,187-92.0% | $145,884-95.3% |
| Participation rate | 6.3% | 74.1%-67.8pp | 67.5%-61.3pp | 80.3%-74.1pp |
| Annual return | 9.00% | 84.15%-75.2pp | 66.67%-57.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $170 | $5,296-96.8% | $4,525-96.3% | $6,690-97.5% |
| Admin fee / account holder | $2,954 | $7,262-59.3% | $6,162-52.1% | $13,392-77.9% |