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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 | $48,752 | $69,745-30.1% | $67,511-27.8% | $74,546-34.6% |
| Participation rate | 32.7% | 71.3%-38.6pp | 72.9%-40.1pp | 67.2%-34.5pp |
| Annual return | 15.62% | -40.37%+56.0pp | 3517.41%-3501.8pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,047 | $2,705-61.3% | $2,733-61.7% | $2,624-60.1% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3,873 | $894+333.2% | $3,999-3.2% | $1,944+99.3% |