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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 | $55,930-88.1% | $76,089-91.2% | $80,925-91.8% |
| Participation rate | 48.4% | 62.1%-13.7pp | 69.1%-20.7pp | 67.7%-19.3pp |
| Annual return | 10.33% | 20.58%-10.2pp | 360.94%-350.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $5,838 | $1,866+212.8% | $2,690+117.0% | $2,756+111.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,497 | $5,241-52.4% | $6,418-61.1% | $6,940-64.0% |