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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 | $1,289 | $67,823-98.1% | $52,425-97.5% | $137,256-99.1% |
| Participation rate | 37.5% | 63.9%-26.4pp | 55.6%-18.1pp | 80.0%-42.5pp |
| Annual return | 16.09% | 219.11%-203.0pp | 302.12%-286.0pp | 220.34%-204.3pp |
| Employer contribution / active EE | $36 | $1,163-96.9% | $914-96.0% | $4,156-99.1% |
| Participant deferral / active EE | $61 | $2,288-97.4% | $1,790-96.6% | $6,407-99.1% |
| Admin fee / account holder | $446 | $2,844-84.3% | $2,495-82.1% | $12,270-96.4% |