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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 | $41,871 | $78,562-46.7% | $105,608-60.4% | $74,429-43.7% |
| Participation rate | 4.3% | 72.8%-68.5pp | 75.3%-71.0pp | 67.2%-62.9pp |
| Annual return | 58.68% | 15.94%+42.7pp | 116.50%-57.8pp | 1368.38%-1309.7pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $400 | $4,321-90.7% | $5,010-92.0% | $4,348-90.8% |
| Admin fee / account holder | $1,588 | $2,217-28.4% | $11,028-85.6% | $1,944-18.3% |