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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 | $63,794 | $91,536-30.3% | $130,062-51.0% | $75,177-15.1% |
| Participation rate | 20.4% | 71.5%-51.1pp | 78.5%-58.1pp | 67.2%-46.8pp |
| Annual return | 24.45% | -631.62%+656.1pp | -137.37%+161.8pp | 160.75%-136.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,528 | $4,343-64.8% | $5,821-73.7% | $4,126-63.0% |
| Admin fee / account holder | $28,999 | $6,780+327.7% | $10,601+173.6% | $5,651+413.1% |