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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 | $1,431 | $67,823-97.9% | $52,425-97.3% | $137,256-99.0% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 9.81% | 219.11%-209.3pp | 302.12%-292.3pp | 220.34%-210.5pp |
| Employer contribution / active EE | $15 | $1,163-98.7% | $914-98.3% | $4,156-99.6% |
| Participant deferral / active EE | $19 | $2,288-99.2% | $1,790-98.9% | $6,407-99.7% |
| Admin fee / account holder | $450 | $2,844-84.2% | $2,495-82.0% | $12,270-96.3% |