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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 | $4,393 | $27,936-84.3% | $58,561-92.5% | $75,173-94.2% |
| Participation rate | 4.8% | 38.8%-34.1pp | 50.9%-46.1pp | 67.2%-62.4pp |
| Annual return | 32.62% | 44.21%-11.6pp | 4251.33%-4218.7pp | 160.72%-128.1pp |
| Employer contribution / active EE | $80 | $670-88.0% | $1,053-92.4% | $2,671-97.0% |
| Participant deferral / active EE | $111 | $1,202-90.8% | $1,923-94.2% | $4,126-97.3% |
| Admin fee / account holder | $1,485 | $1,727-14.0% | $2,520-41.1% | $5,651-73.7% |