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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 | $76,608-96.1% | $56,077-94.6% | $145,877-97.9% |
| Participation rate | 5.6% | 63.2%-57.7pp | 52.5%-46.9pp | 80.3%-74.7pp |
| Annual return | 8.11% | 3009.59%-3001.5pp | 1709.28%-1701.2pp | 551.28%-543.2pp |
| Employer contribution / active EE | $101 | $1,382-92.7% | $1,040-90.3% | $4,663-97.8% |
| Participant deferral / active EE | $127 | $2,624-95.2% | $1,954-93.5% | $6,691-98.1% |
| Admin fee / account holder | $80,658 | $3,325+2325.8% | $2,825+2755.3% | $13,402+501.8% |