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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 | $44,416 | $62,409-28.8% | $120,574-63.2% | $74,459-40.3% |
| Participation rate | 2.4% | 56.8%-54.4pp | 71.9%-69.5pp | 67.2%-64.8pp |
| Annual return | 12.74% | 18.62%-5.9pp | 107.42%-94.7pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $253 | $2,888-91.2% | $4,996-94.9% | $4,350-94.2% |
| Admin fee / account holder | $382 | $2,394-84.1% | $9,445-96.0% | $1,945-80.4% |