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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 | $34,702 | $59,467-41.6% | $93,727-63.0% | $74,478-53.4% |
| Participation rate | 47.2% | 59.6%-12.5pp | 68.7%-21.6pp | 67.2%-20.1pp |
| Annual return | 10.92% | 82.14%-71.2pp | 133.83%-122.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,056 | $3,052-65.4% | $4,417-76.1% | $4,350-75.7% |
| Admin fee / account holder | $4,100 | $3,028+35.4% | $8,292-50.5% | $1,946+110.7% |