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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 | $16,921 | $30,437-44.4% | $56,033-69.8% | $74,459-77.3% |
| Participation rate | 6.6% | 32.9%-26.3pp | 52.5%-45.9pp | 67.2%-60.6pp |
| Annual return | 0.00% | 24.96%-25.0pp | 1711.38%-1711.4pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $127 | $610-79.2% | $1,041-87.8% | $2,626-95.2% |
| Participant deferral / active EE | $161 | $1,176-86.3% | $1,954-91.8% | $4,350-96.3% |
| Admin fee / account holder | $342 | $2,363-85.5% | $2,827-87.9% | $1,945-82.4% |