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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 | $11,944 | $49,199-75.7% | $121,204-90.1% | $75,173-84.1% |
| Participation rate | 6.1% | 55.4%-49.3pp | 69.5%-63.4pp | 67.2%-61.1pp |
| Annual return | 18.40% | 56.04%-37.6pp | 987.18%-968.8pp | 160.72%-142.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $111 | $2,630-95.8% | $4,083-97.3% | $4,126-97.3% |
| Admin fee / account holder | $1,798 | $3,946-54.4% | $5,651-68.2% | $5,651-68.2% |