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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 | $2,496 | $28,624-91.3% | $53,647-95.3% | $82,637-97.0% |
| Participation rate | 50.0% | 47.3%+2.7pp | 56.3%-6.3pp | 68.1%-18.1pp |
| Annual return | 16.95% | 664.98%-648.0pp | 358.33%-341.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $151 | $637-76.3% | $962-84.3% | $2,552-94.1% |
| Participant deferral / active EE | $245 | $1,196-79.5% | $1,813-86.5% | $4,126-94.1% |
| Admin fee / account holder | $506 | $2,022-75.0% | $2,460-79.4% | $7,339-93.1% |