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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 | $46,466 | $49,897-6.9% | $80,648-42.4% | $75,177-38.2% |
| Participation rate | 2.9% | 55.3%-52.5pp | 67.0%-64.2pp | 67.2%-64.3pp |
| Annual return | 14.37% | 34.68%-20.3pp | 937.21%-922.8pp | 160.75%-146.4pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $76 | $2,992-97.5% | $4,443-98.3% | $4,126-98.2% |
| Admin fee / account holder | $398 | $3,579-88.9% | $5,382-92.6% | $5,651-93.0% |