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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 | $16,411 | $55,423-70.4% | $155,602-89.5% | $74,400-77.9% |
| Participation rate | 5.5% | 61.9%-56.4pp | 78.2%-72.7pp | 67.2%-61.7pp |
| Annual return | 103.48% | 269.07%-165.6pp | 64.81%+38.7pp | 1367.51%-1264.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $254 | $2,835-91.1% | $5,629-95.5% | $4,348-94.2% |
| Admin fee / account holder | $825 | $1,744-52.7% | $15,923-94.8% | $1,944-57.6% |