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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 | $5,741 | $27,243-78.9% | $52,425-89.0% | $79,634-92.8% |
| Participation rate | 3.1% | 22.4%-19.4pp | 55.6%-52.6pp | 62.5%-59.4pp |
| Annual return | 19.83% | 63.36%-43.5pp | 302.12%-282.3pp | 36.46%-16.6pp |
| Employer contribution / active EE | $39 | $319-87.9% | $914-95.8% | $2,529-98.5% |
| Participant deferral / active EE | $50 | $636-92.1% | $1,790-97.2% | $3,835-98.7% |
| Admin fee / account holder | $983 | $2,105-53.3% | $2,495-60.6% | $1,002-1.9% |