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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 | $13,181 | $46,732-71.8% | $156,551-91.6% | $55,167-76.1% |
| Participation rate | 8.9% | 65.8%-56.9pp | 84.0%-75.1pp | 69.0%-60.1pp |
| Annual return | 671.29% | 17.72%+653.6pp | 32.23%+639.1pp | 169.23%+502.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $353 | $2,204-84.0% | $4,871-92.8% | $3,054-88.4% |
| Admin fee / account holder | $2,735 | $418+553.7% | $13,028-79.0% | $504+442.8% |