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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 | $4,110 | $101,618-96.0% | $93,063-95.6% | $137,256-97.0% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 15.46% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $681 | $2,707-74.8% | $2,476-72.5% | $4,156-83.6% |
| Participant deferral / active EE | $618 | $4,279-85.5% | $3,958-84.4% | $6,407-90.3% |
| Admin fee / account holder | $1,474 | $6,198-76.2% | $6,033-75.6% | $12,270-88.0% |