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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 | $7,513 | $100,262-92.5% | $81,370-90.8% | $145,897-94.9% |
| Participation rate | 22.7% | 74.3%-51.6pp | 69.5%-46.8pp | 80.3%-57.6pp |
| Annual return | 148.62% | 34.52%+114.1pp | 24.85%+123.8pp | 552.29%-403.7pp |
| Employer contribution / active EE | $334 | $2,979-88.8% | $2,464-86.4% | $4,663-92.8% |
| Participant deferral / active EE | $638 | $4,612-86.2% | $3,885-83.6% | $6,689-90.5% |
| Admin fee / account holder | $1,933 | $8,163-76.3% | $5,749-66.4% | $13,390-85.6% |