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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 | $1,480 | $81,749-98.2% | $58,544-97.5% | $139,456-98.9% |
| Participation rate | 8.3% | 61.3%-53.0pp | 50.9%-42.5pp | 80.3%-72.0pp |
| Annual return | 11.92% | 7425.45%-7413.5pp | 4249.56%-4237.6pp | 373.45%-361.5pp |
| Employer contribution / active EE | $85 | $1,398-93.9% | $1,053-91.9% | $4,753-98.2% |
| Participant deferral / active EE | $106 | $2,555-95.8% | $1,923-94.5% | $6,711-98.4% |
| Admin fee / account holder | $1,373 | $3,272-58.0% | $2,520-45.5% | $11,407-88.0% |