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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 | $2,523 | $27,936-91.0% | $58,561-95.7% | $75,173-96.6% |
| Participation rate | 3.3% | 38.8%-35.5pp | 50.9%-47.5pp | 67.2%-63.9pp |
| Annual return | 25.24% | 44.21%-19.0pp | 4251.33%-4226.1pp | 160.72%-135.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $66 | $1,202-94.5% | $1,923-96.6% | $4,126-98.4% |
| Admin fee / account holder | $986 | $1,727-42.9% | $2,520-60.9% | $5,651-82.6% |