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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 | $10,418 | $27,800-62.5% | $58,544-82.2% | $71,495-85.4% |
| Participation rate | 4.4% | 34.6%-30.2pp | 50.9%-46.4pp | 67.9%-63.5pp |
| Annual return | 21.25% | 26.80%-5.5pp | 4249.56%-4228.3pp | 28.85%-7.6pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $204 | $1,208-83.1% | $1,923-89.4% | $4,291-95.3% |
| Admin fee / account holder | $1,149 | $1,637-29.8% | $2,520-54.4% | $1,588-27.6% |