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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 | $94,439-96.7% | $73,658-95.7% | $154,746-98.0% |
| Participation rate | 22.2% | 64.7%-42.4pp | 57.0%-34.8pp | 80.7%-58.5pp |
| Annual return | 18.42% | 28.25%-9.8pp | 29.72%-11.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $122 | $1,257-90.3% | $1,032-88.2% | $4,379-97.2% |
| Participant deferral / active EE | $183 | $2,527-92.8% | $2,062-91.1% | $6,730-97.3% |
| Admin fee / account holder | $691 | $3,843-82.0% | $3,357-79.4% | $14,365-95.2% |