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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 | $44,785 | $40,435+10.8% | $80,627-44.5% | $74,460-39.9% |
| Participation rate | 2.6% | 47.4%-44.8pp | 67.0%-64.4pp | 70.7%-68.2pp |
| Annual return | 16.49% | 165.19%-148.7pp | 936.76%-920.3pp | 34.38%-17.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $110 | $2,673-95.9% | $4,443-97.5% | $4,530-97.6% |
| Admin fee / account holder | $1,048 | $721+45.4% | $5,381-80.5% | $348+201.2% |