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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 | $53,438 | $101,499-47.4% | $147,005-63.6% | $74,546-28.3% |
| Participation rate | 17.4% | 75.5%-58.1pp | 82.2%-64.8pp | 67.2%-49.8pp |
| Annual return | 14.09% | 8732.34%-8718.3pp | 418.76%-404.7pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,315 | $7,304-68.3% | $8,070-71.3% | $4,347-46.7% |
| Admin fee / account holder | $10,201 | $1,748+483.6% | $13,006-21.6% | $1,944+424.9% |