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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 | $6,774 | $29,319-76.9% | $52,425-87.1% | $82,448-91.8% |
| Participation rate | 5.3% | 46.9%-41.6pp | 55.6%-50.4pp | 68.1%-62.8pp |
| Annual return | 16.16% | 535.20%-519.0pp | 302.12%-286.0pp | 41.64%-25.5pp |
| Employer contribution / active EE | $177 | $586-69.7% | $914-80.6% | $2,551-93.0% |
| Participant deferral / active EE | $252 | $1,171-78.5% | $1,790-85.9% | $4,139-93.9% |
| Admin fee / account holder | $652 | $1,962-66.8% | $2,495-73.9% | $7,234-91.0% |