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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 | $41,887 | $125,778-66.7% | $114,563-63.4% | $154,746-72.9% |
| Participation rate | 7.7% | 75.2%-67.5pp | 72.9%-65.2pp | 80.7%-73.0pp |
| Annual return | 9.68% | 295.14%-285.5pp | 241.09%-231.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5 | $4,445-99.9% | $4,142-99.9% | $6,730-99.9% |
| Admin fee / account holder | $760,249 | $8,190+9182.2% | $7,623+9872.9% | $14,365+5192.3% |