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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 | $55,186 | $91,537-39.7% | $130,045-57.6% | $75,173-26.6% |
| Participation rate | 32.4% | 71.5%-39.1pp | 78.5%-46.1pp | 67.2%-34.9pp |
| Annual return | 14.33% | -631.55%+645.9pp | -137.30%+151.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,070 | $2,845-62.4% | $4,321-75.2% | $2,671-60.0% |
| Participant deferral / active EE | $804 | $4,343-81.5% | $5,820-86.2% | $4,126-80.5% |
| Admin fee / account holder | $6,534 | $6,780-3.6% | $10,600-38.4% | $5,651+15.6% |