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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 | $43,764 | $55,437-21.1% | $155,534-71.9% | $74,459-41.2% |
| Participation rate | 5.1% | 61.9%-56.8pp | 78.2%-73.1pp | 67.2%-62.1pp |
| Annual return | 73.49% | 269.58%-196.1pp | 64.92%+8.6pp | 1369.70%-1296.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $14 | $2,837-99.5% | $5,630-99.7% | $4,350-99.7% |
| Admin fee / account holder | $12,666 | $1,742+626.9% | $15,900-20.3% | $1,945+551.3% |