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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 | $69,774-57.2% | $67,575-55.8% | $74,459-59.9% |
| Participation rate | 6.3% | 71.4%-65.1pp | 72.9%-66.7pp | 67.2%-61.0pp |
| Annual return | 13.24% | -40.53%+53.8pp | 3528.98%-3515.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $239 | $3,636-93.4% | $4,003-94.0% | $4,350-94.5% |
| Admin fee / account holder | $2,350 | $890+164.2% | $3,993-41.1% | $1,945+20.9% |