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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 | $8,057 | $88,815-90.9% | $81,882-90.2% | $145,897-94.5% |
| Participation rate | 5.3% | 75.1%-69.8pp | 72.4%-67.1pp | 80.3%-75.0pp |
| Annual return | 18.07% | 1033.75%-1015.7pp | 779.47%-761.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $230 | $4,647-95.1% | $4,323-94.7% | $6,689-96.6% |
| Admin fee / account holder | $8,935 | $8,434+5.9% | $7,360+21.4% | $13,390-33.3% |