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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 | $42,891 | $101,672-57.8% | $147,117-70.8% | $74,478-42.4% |
| Participation rate | 12.1% | 75.5%-63.4pp | 82.2%-70.0pp | 67.2%-55.1pp |
| Annual return | 15.57% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,558 | $7,305-78.7% | $8,065-80.7% | $4,350-64.2% |
| Admin fee / account holder | $7,263 | $1,753+314.3% | $12,993-44.1% | $1,946+273.3% |