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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 | $9,284 | $27,800-66.6% | $58,561-84.1% | $71,511-87.0% |
| Participation rate | 6.1% | 34.6%-28.5pp | 50.9%-44.8pp | 67.9%-61.8pp |
| Annual return | 17.38% | 26.80%-9.4pp | 4251.33%-4233.9pp | 28.86%-11.5pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $175 | $1,208-85.5% | $1,923-90.9% | $4,291-95.9% |
| Admin fee / account holder | $1,062 | $1,637-35.1% | $2,520-57.9% | $1,588-33.1% |