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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 | $52,832 | $101,539-48.0% | $147,041-64.1% | $74,400-29.0% |
| Participation rate | 12.9% | 75.5%-62.7pp | 82.2%-69.3pp | 67.2%-54.3pp |
| Annual return | 13.06% | 8740.84%-8727.8pp | 419.21%-406.1pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,031 | $7,304-85.9% | $8,071-87.2% | $4,348-76.3% |
| Admin fee / account holder | $3,355 | $1,749+91.8% | $13,006-74.2% | $1,944+72.6% |