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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 | $36,904-51.4% | $158,223-88.7% | $65,191-72.5% |
| Participation rate | 3.9% | 62.1%-58.2pp | 79.2%-75.3pp | 63.0%-59.1pp |
| Annual return | 80.68% | 24.43%+56.2pp | 52.09%+28.6pp | 51.24%+29.4pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $255 | $1,936-86.8% | $5,467-95.3% | $2,671-90.4% |
| Admin fee / account holder | $23,260 | $793+2833.3% | $16,047+44.9% | $907+2464.7% |