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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 | $3,557 | $51,638-93.1% | $68,368-94.8% | $82,448-95.7% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 13.58% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $300 | $2,047-85.3% | $2,649-88.7% | $2,551-88.2% |
| Participant deferral / active EE | $387 | $2,914-86.7% | $4,123-90.6% | $4,139-90.6% |
| Admin fee / account holder | $810 | $4,643-82.5% | $5,150-84.3% | $7,234-88.8% |