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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 | $55,661 | $102,393-45.6% | $147,041-62.1% | $80,911-31.2% |
| Participation rate | 7.7% | 75.9%-68.2pp | 82.2%-74.5pp | 67.6%-60.0pp |
| Annual return | 12.11% | 134.95%-122.8pp | 419.21%-407.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,465 | $6,647-62.9% | $8,071-69.5% | $4,297-42.6% |
| Admin fee / account holder | $90,856 | $7,943+1043.8% | $13,006+598.6% | $6,935+1210.2% |