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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 | $41,189 | $69,255-40.5% | $180,320-77.2% | $69,255-40.5% |
| Participation rate | 1.9% | 69.0%-67.1pp | 71.5%-69.6pp | 69.0%-67.1pp |
| Annual return | 11.98% | 26.73%-14.8pp | 778.54%-766.6pp | 26.73%-14.8pp |
| Employer contribution / active EE | $0 | $2,645-100.0% | $4,108-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $142 | $2,890-95.1% | $4,304-96.7% | $2,890-95.1% |
| Admin fee / account holder | $1,905 | $733+159.9% | $10,000-81.0% | $733+159.9% |