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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 | $1,612 | $76,522-97.9% | $56,033-97.1% | $145,884-98.9% |
| Participation rate | 46.7% | 63.2%-16.6pp | 52.5%-5.8pp | 80.3%-33.6pp |
| Annual return | 20.16% | 3014.28%-2994.1pp | 1711.38%-1691.2pp | 551.85%-531.7pp |
| Employer contribution / active EE | $163 | $1,382-88.2% | $1,041-84.4% | $4,662-96.5% |
| Participant deferral / active EE | $168 | $2,624-93.6% | $1,954-91.4% | $6,690-97.5% |
| Admin fee / account holder | $568 | $3,328-82.9% | $2,827-79.9% | $13,392-95.8% |