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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 | $42,331 | $101,539-58.3% | $147,041-71.2% | $74,400-43.1% |
| Participation rate | 12.7% | 75.5%-62.8pp | 82.2%-69.4pp | 67.2%-54.5pp |
| Annual return | 54.20% | 8740.84%-8686.6pp | 419.21%-365.0pp | 1367.51%-1313.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $524 | $7,304-92.8% | $8,071-93.5% | $4,348-87.9% |
| Admin fee / account holder | $904 | $1,749-48.3% | $13,006-93.0% | $1,944-53.5% |