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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 | $61,696 | $91,536-32.6% | $130,062-52.6% | $75,177-17.9% |
| Participation rate | 37.8% | 71.5%-33.6pp | 78.5%-40.7pp | 67.2%-29.4pp |
| Annual return | 15.58% | -631.62%+647.2pp | -137.37%+153.0pp | 160.75%-145.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,551 | $4,343-64.3% | $5,821-73.4% | $4,126-62.4% |
| Admin fee / account holder | $582 | $6,780-91.4% | $10,601-94.5% | $5,651-89.7% |