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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 | $17,948 | $40,435-55.6% | $80,627-77.7% | $74,460-75.9% |
| Participation rate | 5.4% | 47.4%-41.9pp | 67.0%-61.6pp | 70.7%-65.3pp |
| Annual return | 22.13% | 165.19%-143.1pp | 936.76%-914.6pp | 34.38%-12.2pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $369 | $2,673-86.2% | $4,443-91.7% | $4,530-91.8% |
| Admin fee / account holder | $2,532 | $721+251.3% | $5,381-52.9% | $348+628.0% |