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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 | $55,446-21.1% | $155,574-71.9% | $74,429-41.2% |
| Participation rate | 5.1% | 61.9%-56.8pp | 78.2%-73.1pp | 67.2%-62.1pp |
| Annual return | 73.49% | 269.20%-195.7pp | 64.87%+8.6pp | 1368.38%-1294.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $14 | $2,836-99.5% | $5,629-99.7% | $4,348-99.7% |
| Admin fee / account holder | $12,666 | $1,743+626.7% | $15,914-20.4% | $1,944+551.4% |