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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 | $59,508 | $39,798+49.5% | $67,704-12.1% | $59,633-0.2% |
| Participation rate | 16.7% | 57.4%-40.7pp | 67.5%-50.9pp | 68.7%-52.0pp |
| Annual return | 1.09% | 89.94%-88.9pp | 25.41%-24.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $690 | $2,335-70.4% | $3,585-80.8% | $3,192-78.4% |
| Admin fee / account holder | $11,045 | $3,212+243.9% | $4,255+159.6% | $4,297+157.1% |