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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 | $1,837 | $81,749-97.8% | $58,544-96.9% | $139,456-98.7% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 18.12% | 7425.45%-7407.3pp | 4249.56%-4231.4pp | 373.45%-355.3pp |
| Employer contribution / active EE | $1,099 | $1,398-21.4% | $1,053+4.3% | $4,753-76.9% |
| Participant deferral / active EE | $56 | $2,555-97.8% | $1,923-97.1% | $6,711-99.2% |
| Admin fee / account holder | $1,306 | $3,272-60.1% | $2,520-48.2% | $11,407-88.6% |