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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 | $2,035 | $28,624-92.9% | $53,647-96.2% | $82,637-97.5% |
| Participation rate | 8.8% | 47.3%-38.4pp | 56.3%-47.5pp | 68.1%-59.2pp |
| Annual return | 16.28% | 664.98%-648.7pp | 358.33%-342.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $39 | $1,196-96.8% | $1,813-97.9% | $4,126-99.1% |
| Admin fee / account holder | $1,122 | $2,022-44.5% | $2,460-54.4% | $7,339-84.7% |