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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 | $2,104 | $104,650-98.0% | $83,854-97.5% | $155,188-98.6% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | 9.15% | 28.97%-19.8pp | 31.39%-22.2pp | 148.84%-139.7pp |
| Employer contribution / active EE | $60 | $1,196-95.0% | $1,017-94.1% | $4,248-98.6% |
| Participant deferral / active EE | $81 | $2,367-96.6% | $2,035-96.0% | $6,531-98.8% |
| Admin fee / account holder | $1,962 | $3,518-44.2% | $3,197-38.6% | $14,480-86.5% |