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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 | $1,474 | $67,823-97.8% | $52,425-97.2% | $137,256-98.9% |
| Participation rate | 23.1% | 63.9%-40.8pp | 55.6%-32.5pp | 80.0%-56.9pp |
| Annual return | 14.35% | 219.11%-204.8pp | 302.12%-287.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $143 | $1,163-87.7% | $914-84.3% | $4,156-96.6% |
| Participant deferral / active EE | $183 | $2,288-92.0% | $1,790-89.8% | $6,407-97.1% |
| Admin fee / account holder | $1,091 | $2,844-61.6% | $2,495-56.3% | $12,270-91.1% |