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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 | $9,822 | $29,525-66.7% | $56,033-82.5% | $77,736-87.4% |
| Participation rate | 4.6% | 32.7%-28.0pp | 52.5%-47.9pp | 70.6%-66.0pp |
| Annual return | 18.12% | 18.90%-0.8pp | 1711.38%-1693.3pp | 31.26%-13.1pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $143 | $1,062-86.5% | $1,954-92.7% | $4,651-96.9% |
| Admin fee / account holder | $896 | $1,040-13.9% | $2,827-68.3% | $433+106.7% |