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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 | $2,387 | $67,823-96.5% | $52,425-95.4% | $137,256-98.3% |
| Participation rate | 54.5% | 63.9%-9.4pp | 55.6%-1.1pp | 80.0%-25.4pp |
| Annual return | 14.38% | 219.11%-204.7pp | 302.12%-287.7pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $181 | $2,288-92.1% | $1,790-89.9% | $6,407-97.2% |
| Admin fee / account holder | $954 | $2,844-66.5% | $2,495-61.8% | $12,270-92.2% |