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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 | $27,661 | $61,815-55.3% | $97,295-71.6% | $80,959-65.8% |
| Participation rate | 4.4% | 63.5%-59.1pp | 72.7%-68.3pp | 67.7%-63.3pp |
| Annual return | 509.11% | -558.73%+1067.8pp | 75.62%+433.5pp | 35.67%+473.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $350 | $3,027-88.4% | $4,264-91.8% | $4,300-91.9% |
| Admin fee / account holder | $1,711 | $5,166-66.9% | $5,646-69.7% | $6,925-75.3% |