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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 | $29,979 | $55,423-45.9% | $155,602-80.7% | $74,400-59.7% |
| Participation rate | 4.6% | 61.9%-57.3pp | 78.2%-73.6pp | 67.2%-62.6pp |
| Annual return | 11.24% | 269.07%-257.8pp | 64.81%-53.6pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $488 | $2,835-82.8% | $5,629-91.3% | $4,348-88.8% |
| Admin fee / account holder | $8,080 | $1,744+363.2% | $15,923-49.3% | $1,944+315.7% |