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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 | $3,134 | $67,823-95.4% | $52,425-94.0% | $137,256-97.7% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 18.42% | 219.11%-200.7pp | 302.12%-283.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $122 | $1,163-89.5% | $914-86.7% | $4,156-97.1% |
| Participant deferral / active EE | $183 | $2,288-92.0% | $1,790-89.8% | $6,407-97.1% |
| Admin fee / account holder | $691 | $2,844-75.7% | $2,495-72.3% | $12,270-94.4% |