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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 | $4,775 | $67,823-93.0% | $52,425-90.9% | $137,256-96.5% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 13.08% | 219.11%-206.0pp | 302.12%-289.0pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $203 | $2,288-91.1% | $1,790-88.6% | $6,407-96.8% |
| Admin fee / account holder | $2,493 | $2,844-12.4% | $2,495-0.1% | $12,270-79.7% |