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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 | $23,993 | $40,435-40.7% | $80,627-70.2% | $74,460-67.8% |
| Participation rate | 0.8% | 47.4%-46.6pp | 67.0%-66.2pp | 70.7%-69.9pp |
| Annual return | 21.90% | 165.19%-143.3pp | 936.76%-914.9pp | 34.38%-12.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $38 | $2,673-98.6% | $4,443-99.1% | $4,530-99.2% |
| Admin fee / account holder | $2,464 | $721+241.8% | $5,381-54.2% | $348+608.4% |