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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 | $6,932 | $76,785-91.0% | $56,441-87.7% | $145,959-95.3% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 5.59% | 3000.51%-2994.9pp | 1704.21%-1698.6pp | 561.95%-556.4pp |
| Employer contribution / active EE | $33 | $1,381-97.6% | $1,039-96.8% | $4,661-99.3% |
| Participant deferral / active EE | $50 | $2,624-98.1% | $1,953-97.4% | $6,689-99.3% |
| Admin fee / account holder | $24,568 | $3,334+636.9% | $2,829+768.4% | $13,398+83.4% |