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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 | $6,708 | $76,608-91.2% | $56,077-88.0% | $145,877-95.4% |
| Participation rate | 18.2% | 63.2%-45.1pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 6.22% | 3009.59%-3003.4pp | 1709.28%-1703.1pp | 551.28%-545.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $173 | $2,624-93.4% | $1,954-91.1% | $6,691-97.4% |
| Admin fee / account holder | $3,880 | $3,325+16.7% | $2,825+37.3% | $13,402-71.1% |