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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 | $36,609 | $91,537-60.0% | $130,045-71.8% | $75,173-51.3% |
| Participation rate | 10.1% | 71.5%-61.3pp | 78.5%-68.4pp | 67.2%-57.1pp |
| Annual return | 15.14% | -631.55%+646.7pp | -137.30%+152.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $725 | $4,343-83.3% | $5,820-87.6% | $4,126-82.4% |
| Admin fee / account holder | $9,383 | $6,780+38.4% | $10,600-11.5% | $5,651+66.1% |