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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 | $3,327 | $67,823-95.1% | $52,425-93.7% | $137,256-97.6% |
| Participation rate | 63.6% | 63.9%-0.3pp | 55.6%+8.0pp | 80.0%-16.3pp |
| Annual return | 13.52% | 219.11%-205.6pp | 302.12%-288.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $108 | $2,288-95.3% | $1,790-94.0% | $6,407-98.3% |
| Admin fee / account holder | $1,806 | $2,844-36.5% | $2,495-27.6% | $12,270-85.3% |