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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 | $8,105 | $26,140-69.0% | $58,507-86.1% | $74,473-89.1% |
| Participation rate | 9.4% | 32.1%-22.7pp | 50.9%-41.5pp | 70.7%-61.3pp |
| Annual return | 23.62% | 32.51%-8.9pp | 4252.32%-4228.7pp | 34.36%-10.7pp |
| Employer contribution / active EE | $83 | $537-84.5% | $1,053-92.1% | $2,638-96.8% |
| Participant deferral / active EE | $261 | $1,075-75.7% | $1,922-86.4% | $4,530-94.2% |
| Admin fee / account holder | $1,657 | $652+154.4% | $2,486-33.3% | $347+377.6% |