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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 | $28,155 | $65,904-57.3% | $160,784-82.5% | $79,634-64.6% |
| Participation rate | 3.4% | 56.2%-52.9pp | 77.0%-73.6pp | 62.5%-59.1pp |
| Annual return | 16.15% | 20.16%-4.0pp | 1803.92%-1787.8pp | 36.46%-20.3pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $205 | $3,692-94.5% | $6,293-96.7% | $3,835-94.7% |
| Admin fee / account holder | $3,010 | $965+211.8% | $9,717-69.0% | $1,002+200.4% |