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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 | $2,585 | $29,733-91.3% | $56,025-95.4% | $80,959-96.8% |
| Participation rate | 9.4% | 41.7%-32.3pp | 52.5%-43.1pp | 67.7%-58.3pp |
| Annual return | 18.29% | 35.28%-17.0pp | 1712.69%-1694.4pp | 35.67%-17.4pp |
| Employer contribution / active EE | $104 | $672-84.6% | $1,042-90.0% | $2,757-96.2% |
| Participant deferral / active EE | $213 | $1,229-82.6% | $1,955-89.1% | $4,300-95.0% |
| Admin fee / account holder | $3,685 | $2,434+51.4% | $2,828+30.3% | $6,925-46.8% |