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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 | $14,348 | $55,437-74.1% | $155,534-90.8% | $74,459-80.7% |
| Participation rate | 9.4% | 61.9%-52.5pp | 78.2%-68.9pp | 67.2%-57.9pp |
| Annual return | 43.11% | 269.58%-226.5pp | 64.92%-21.8pp | 1369.70%-1326.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $251 | $2,837-91.2% | $5,630-95.5% | $4,350-94.2% |
| Admin fee / account holder | $985 | $1,742-43.5% | $15,900-93.8% | $1,945-49.4% |