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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 | $11,803 | $29,319-59.7% | $52,425-77.5% | $82,448-85.7% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 15.58% | 535.20%-519.6pp | 302.12%-286.5pp | 41.64%-26.1pp |
| Employer contribution / active EE | $117 | $586-80.0% | $914-87.2% | $2,551-95.4% |
| Participant deferral / active EE | $152 | $1,171-87.0% | $1,790-91.5% | $4,139-96.3% |
| Admin fee / account holder | $3,596 | $1,962+83.3% | $2,495+44.1% | $7,234-50.3% |