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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 | $39,023 | $48,327-19.3% | $67,575-42.3% | $80,935-51.8% |
| Participation rate | 3.8% | 66.4%-62.6pp | 72.9%-69.1pp | 67.7%-63.9pp |
| Annual return | 37.08% | 18.31%+18.8pp | 3528.98%-3491.9pp | 35.66%+1.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $357 | $2,927-87.8% | $4,003-91.1% | $4,299-91.7% |
| Admin fee / account holder | $748 | $3,692-79.7% | $3,993-81.3% | $6,924-89.2% |