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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 | $8,296 | $34,316-75.8% | $74,722-88.9% | $72,975-88.6% |
| Participation rate | 14.9% | 42.4%-27.5pp | 54.5%-39.6pp | 69.5%-54.6pp |
| Annual return | 19.37% | 26.58%-7.2pp | 753.11%-733.7pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $127 | $1,272-90.0% | $1,963-93.5% | $3,608-96.5% |
| Admin fee / account holder | $569 | $2,125-73.2% | $3,335-82.9% | $5,124-88.9% |