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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 | $2,872 | $76,522-96.2% | $56,033-94.9% | $145,884-98.0% |
| Participation rate | 18.2% | 63.2%-45.0pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 8.56% | 3014.28%-3005.7pp | 1711.38%-1702.8pp | 551.85%-543.3pp |
| Employer contribution / active EE | $166 | $1,382-88.0% | $1,041-84.0% | $4,662-96.4% |
| Participant deferral / active EE | $166 | $2,624-93.7% | $1,954-91.5% | $6,690-97.5% |
| Admin fee / account holder | $778 | $3,328-76.6% | $2,827-72.5% | $13,392-94.2% |