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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 | $36,778 | $91,537-59.8% | $130,045-71.7% | $75,173-51.1% |
| Participation rate | 40.0% | 71.5%-31.5pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 14.30% | -631.55%+645.8pp | -137.30%+151.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,271 | $4,343-70.7% | $5,820-78.2% | $4,126-69.2% |
| Admin fee / account holder | $10,638 | $6,780+56.9% | $10,600+0.4% | $5,651+88.3% |