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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 | $12,275 | $34,932-64.9% | $56,441-78.3% | $74,546-83.5% |
| Participation rate | 3.1% | 32.9%-29.8pp | 52.5%-49.4pp | 67.2%-64.1pp |
| Annual return | 10.95% | 24.90%-14.0pp | 1704.21%-1693.3pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $114 | $1,173-90.3% | $1,953-94.2% | $4,347-97.4% |
| Admin fee / account holder | $5,890 | $2,359+149.7% | $2,829+108.2% | $1,944+203.1% |