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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 | $34,402 | $91,525-62.4% | $130,026-73.5% | $75,181-54.2% |
| Participation rate | 23.4% | 71.4%-48.0pp | 78.5%-55.1pp | 67.2%-43.8pp |
| Annual return | 15.89% | -631.40%+647.3pp | -137.26%+153.1pp | 160.69%-144.8pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,876 | $4,342-56.8% | $5,821-67.8% | $4,126-54.5% |
| Admin fee / account holder | $559 | $6,778-91.7% | $10,608-94.7% | $5,650-90.1% |