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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 | $3,479 | $29,736-88.3% | $56,033-93.8% | $80,935-95.7% |
| Participation rate | 4.7% | 41.7%-37.0pp | 52.5%-47.8pp | 67.7%-63.0pp |
| Annual return | 13.54% | 35.28%-21.7pp | 1711.38%-1697.8pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $66 | $1,228-94.6% | $1,954-96.6% | $4,299-98.5% |
| Admin fee / account holder | $382 | $2,434-84.3% | $2,827-86.5% | $6,924-94.5% |