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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 | $17,934 | $46,464-61.4% | $150,298-88.1% | $79,634-77.5% |
| Participation rate | 3.9% | 57.0%-53.0pp | 77.8%-73.9pp | 62.5%-58.6pp |
| Annual return | 80.68% | 27.89%+52.8pp | 62.79%+17.9pp | 36.46%+44.2pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $255 | $2,157-88.2% | $5,453-95.3% | $3,835-93.3% |
| Admin fee / account holder | $23,260 | $891+2511.4% | $14,116+64.8% | $1,002+2221.5% |