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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 | $94,439-97.3% | $73,658-96.5% | $154,746-98.4% |
| Participation rate | 18.8% | 64.7%-45.9pp | 57.0%-38.3pp | 80.7%-62.0pp |
| Annual return | 14.63% | 28.25%-13.6pp | 29.72%-15.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $160 | $1,257-87.3% | $1,032-84.5% | $4,379-96.3% |
| Participant deferral / active EE | $194 | $2,527-92.3% | $2,062-90.6% | $6,730-97.1% |
| Admin fee / account holder | $911 | $3,843-76.3% | $3,357-72.9% | $14,365-93.7% |