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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 | $21,025 | $40,278-47.8% | $80,627-73.9% | $80,157-73.8% |
| Participation rate | 0.7% | 47.5%-46.8pp | 67.0%-66.3pp | 72.9%-72.2pp |
| Annual return | 16.15% | 50.86%-34.7pp | 936.76%-920.6pp | 40.39%-24.2pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $30 | $2,696-98.9% | $4,443-99.3% | $5,015-99.4% |
| Admin fee / account holder | $3,845 | $210+1728.1% | $5,381-28.5% | $145+2552.4% |