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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 | $36,002-50.2% | $161,489-88.9% | $64,728-72.3% |
| Participation rate | 3.9% | 57.4%-53.5pp | 78.7%-74.8pp | 57.9%-54.0pp |
| Annual return | 80.68% | 33.93%+46.7pp | 89.72%-9.0pp | 49.38%+31.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $255 | $1,815-85.9% | $5,630-95.5% | $2,729-90.7% |
| Admin fee / account holder | $23,260 | $931+2399.4% | $16,006+45.3% | $1,145+1931.2% |