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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 | $3,600 | $70,366-94.9% | $66,674-94.6% | $138,895-97.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 18.25% | 386.41%-368.2pp | 321.24%-303.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $571 | $2,765-79.3% | $2,620-78.2% | $4,194-86.4% |
| Participant deferral / active EE | $571 | $4,374-86.9% | $4,084-86.0% | $6,396-91.1% |
| Admin fee / account holder | $1,576 | $5,262-70.0% | $5,098-69.1% | $12,562-87.5% |