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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 | $3,299 | $69,118-95.2% | $53,647-93.9% | $138,895-97.6% |
| Participation rate | 63.6% | 64.0%-0.3pp | 56.3%+7.4pp | 79.9%-16.3pp |
| Annual return | 15.04% | 248.26%-233.2pp | 358.33%-343.3pp | 145.39%-130.4pp |
| 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 | $1,808 | $2,724-33.6% | $2,460-26.5% | $12,562-85.6% |