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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 | $23,750 | $26,479-10.3% | $74,722-68.2% | $77,775-69.5% |
| Participation rate | 1.2% | 37.6%-36.4pp | 54.5%-53.2pp | 73.2%-72.0pp |
| Annual return | 3886.56% | 38.31%+3848.3pp | 753.11%+3133.4pp | 32.58%+3854.0pp |
| Employer contribution / active EE | $0 | $440-100.0% | $1,084-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $14 | $1,074-98.7% | $1,963-99.3% | $3,966-99.6% |
| Admin fee / account holder | $6,242 | $119+5144.9% | $3,335+87.2% | $100+6138.0% |