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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 | $10,858 | $29,319-63.0% | $52,425-79.3% | $82,448-86.8% |
| Participation rate | 8.8% | 46.9%-38.0pp | 55.6%-46.8pp | 68.1%-59.2pp |
| Annual return | 15.08% | 535.20%-520.1pp | 302.12%-287.0pp | 41.64%-26.6pp |
| Employer contribution / active EE | $125 | $586-78.7% | $914-86.3% | $2,551-95.1% |
| Participant deferral / active EE | $145 | $1,171-87.7% | $1,790-91.9% | $4,139-96.5% |
| Admin fee / account holder | $571 | $1,962-70.9% | $2,495-77.1% | $7,234-92.1% |