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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 | $1,858 | $70,366-97.4% | $66,674-97.2% | $138,895-98.7% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $453 | $2,765-83.6% | $2,620-82.7% | $4,194-89.2% |
| Participant deferral / active EE | $479 | $4,374-89.0% | $4,084-88.3% | $6,396-92.5% |
| Admin fee / account holder | $451 | $5,262-91.4% | $5,098-91.1% | $12,562-96.4% |