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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 | $29,895 | $69,771-57.2% | $67,524-55.7% | $74,400-59.8% |
| Participation rate | 6.3% | 71.4%-65.1pp | 72.9%-66.6pp | 67.2%-61.0pp |
| Annual return | 13.24% | -40.49%+53.7pp | 3519.41%-3506.2pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $239 | $3,638-93.4% | $4,001-94.0% | $4,348-94.5% |
| Admin fee / account holder | $2,350 | $889+164.3% | $4,001-41.2% | $1,944+20.9% |