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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 | $3,799 | $27,936-86.4% | $58,561-93.5% | $75,173-94.9% |
| Participation rate | 4.5% | 38.8%-34.4pp | 50.9%-46.4pp | 67.2%-62.7pp |
| Annual return | 20.82% | 44.21%-23.4pp | 4251.33%-4230.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $102 | $670-84.7% | $1,053-90.3% | $2,671-96.2% |
| Participant deferral / active EE | $128 | $1,202-89.4% | $1,923-93.3% | $4,126-96.9% |
| Admin fee / account holder | $554 | $1,727-67.9% | $2,520-78.0% | $5,651-90.2% |