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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 | $60,222 | $101,653-40.8% | $147,080-59.1% | $74,459-19.1% |
| Participation rate | 11.9% | 75.6%-63.7pp | 82.2%-70.3pp | 67.2%-55.3pp |
| Annual return | 14.93% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,191 | $7,304-83.7% | $8,066-85.2% | $4,350-72.6% |
| Admin fee / account holder | $15,641 | $1,752+793.0% | $12,989+20.4% | $1,945+704.3% |