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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 | $2,550 | $67,823-96.2% | $52,425-95.1% | $137,256-98.1% |
| Participation rate | 18.8% | 63.9%-45.2pp | 55.6%-36.9pp | 80.0%-61.2pp |
| Annual return | 14.63% | 219.11%-204.5pp | 302.12%-287.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $160 | $1,163-86.2% | $914-82.5% | $4,156-96.1% |
| Participant deferral / active EE | $194 | $2,288-91.5% | $1,790-89.1% | $6,407-97.0% |
| Admin fee / account holder | $911 | $2,844-68.0% | $2,495-63.5% | $12,270-92.6% |