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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 | $12,877 | $29,319-56.1% | $52,425-75.4% | $82,448-84.4% |
| Participation rate | 5.9% | 46.9%-41.0pp | 55.6%-49.7pp | 68.1%-62.2pp |
| Annual return | 20.58% | 535.20%-514.6pp | 302.12%-281.5pp | 41.64%-21.1pp |
| Employer contribution / active EE | $133 | $586-77.3% | $914-85.4% | $2,551-94.8% |
| Participant deferral / active EE | $223 | $1,171-80.9% | $1,790-87.5% | $4,139-94.6% |
| Admin fee / account holder | $56,182 | $1,962+2763.3% | $2,495+2151.9% | $7,234+676.6% |