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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 | $8,049 | $29,051-72.3% | $52,425-84.6% | $67,986-88.2% |
| Participation rate | 5.4% | 30.4%-25.0pp | 55.6%-50.2pp | 57.2%-51.8pp |
| Annual return | 19.78% | 24.00%-4.2pp | 302.12%-282.3pp | 31.67%-11.9pp |
| Employer contribution / active EE | $46 | $412-88.7% | $914-94.9% | $2,019-97.7% |
| Participant deferral / active EE | $100 | $873-88.6% | $1,790-94.4% | $3,358-97.0% |
| Admin fee / account holder | $451 | $2,113-78.6% | $2,495-81.9% | $3,203-85.9% |