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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 | $3,456 | $27,936-87.6% | $58,561-94.1% | $75,173-95.4% |
| Participation rate | 11.5% | 38.8%-27.3pp | 50.9%-39.3pp | 67.2%-55.7pp |
| Annual return | 24.36% | 44.21%-19.9pp | 4251.33%-4227.0pp | 160.72%-136.4pp |
| Employer contribution / active EE | $80 | $670-88.0% | $1,053-92.4% | $2,671-97.0% |
| Participant deferral / active EE | $126 | $1,202-89.5% | $1,923-93.4% | $4,126-96.9% |
| Admin fee / account holder | $2,213 | $1,727+28.2% | $2,520-12.2% | $5,651-60.8% |