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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 | $3,011 | $76,785-96.1% | $56,441-94.7% | $145,959-97.9% |
| Participation rate | 5.6% | 63.2%-57.7pp | 52.5%-46.9pp | 80.3%-74.7pp |
| Annual return | 8.11% | 3000.51%-2992.4pp | 1704.21%-1696.1pp | 561.95%-553.8pp |
| Employer contribution / active EE | $101 | $1,381-92.7% | $1,039-90.3% | $4,661-97.8% |
| Participant deferral / active EE | $127 | $2,624-95.2% | $1,953-93.5% | $6,689-98.1% |
| Admin fee / account holder | $80,658 | $3,334+2319.2% | $2,829+2750.9% | $13,398+502.0% |