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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 | $4,338 | $29,319-85.2% | $52,425-91.7% | $82,448-94.7% |
| Participation rate | 23.1% | 46.9%-23.8pp | 55.6%-32.5pp | 68.1%-45.0pp |
| Annual return | 20.98% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.7pp |
| Employer contribution / active EE | $69 | $586-88.2% | $914-92.4% | $2,551-97.3% |
| Participant deferral / active EE | $160 | $1,171-86.4% | $1,790-91.1% | $4,139-96.1% |
| Admin fee / account holder | $463 | $1,962-76.4% | $2,495-81.4% | $7,234-93.6% |