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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 | $30,507 | $48,314-36.9% | $67,561-54.8% | $80,925-62.3% |
| Participation rate | 4.9% | 66.4%-61.5pp | 72.9%-68.0pp | 67.7%-62.8pp |
| Annual return | 122.93% | 18.28%+104.6pp | 3525.44%-3402.5pp | 35.65%+87.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $393 | $2,927-86.6% | $4,003-90.2% | $4,299-90.9% |
| Admin fee / account holder | $528 | $3,690-85.7% | $4,006-86.8% | $6,940-92.4% |