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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 | $12,158 | $30,732-60.4% | $59,496-79.6% | $59,633-79.6% |
| Participation rate | 9.8% | 43.2%-33.5pp | 54.6%-44.8pp | 68.7%-58.9pp |
| Annual return | -2.49% | 4.47%-7.0pp | 182.05%-184.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $81 | $631-87.1% | $1,153-93.0% | $2,203-96.3% |
| Participant deferral / active EE | $111 | $1,183-90.6% | $1,829-93.9% | $3,192-96.5% |
| Admin fee / account holder | $817 | $2,136-61.7% | $2,232-63.4% | $4,297-81.0% |