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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 | $30,165 | $91,525-67.0% | $130,026-76.8% | $75,181-59.9% |
| Participation rate | 38.6% | 71.4%-32.8pp | 78.5%-39.9pp | 67.2%-28.6pp |
| Annual return | 22.13% | -631.40%+653.5pp | -137.26%+159.4pp | 160.69%-138.6pp |
| Employer contribution / active EE | $827 | $2,844-70.9% | $4,321-80.9% | $2,671-69.0% |
| Participant deferral / active EE | $1,580 | $4,342-63.6% | $5,821-72.9% | $4,126-61.7% |
| Admin fee / account holder | $4,562 | $6,778-32.7% | $10,608-57.0% | $5,650-19.3% |