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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 | $1,374 | $69,118-98.0% | $53,647-97.4% | $138,895-99.0% |
| Participation rate | 38.9% | 64.0%-25.1pp | 56.3%-17.4pp | 79.9%-41.0pp |
| Annual return | 9.17% | 248.26%-239.1pp | 358.33%-349.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $203 | $2,274-91.1% | $1,813-88.8% | $6,396-96.8% |
| Admin fee / account holder | $1,596 | $2,724-41.4% | $2,460-35.1% | $12,562-87.3% |