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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 | $6,673 | $56,060-88.1% | $76,002-91.2% | $80,874-91.7% |
| Participation rate | 48.4% | 62.0%-13.7pp | 69.1%-20.7pp | 67.6%-19.3pp |
| Annual return | 10.33% | 20.54%-10.2pp | 360.07%-349.7pp | 35.62%-25.3pp |
| Employer contribution / active EE | $5,838 | $1,873+211.6% | $2,688+117.2% | $2,756+111.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,497 | $5,237-52.3% | $6,414-61.1% | $6,935-64.0% |