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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 | $10,427 | $29,716-64.9% | $56,077-81.4% | $80,925-87.1% |
| Participation rate | 11.9% | 41.7%-29.8pp | 52.5%-40.6pp | 67.7%-55.8pp |
| Annual return | 11.45% | 35.30%-23.8pp | 1709.28%-1697.8pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $115 | $1,228-90.6% | $1,954-94.1% | $4,299-97.3% |
| Admin fee / account holder | $1,947 | $2,432-19.9% | $2,825-31.1% | $6,940-71.9% |