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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 | $100,728 | $91,525+10.1% | $130,026-22.5% | $75,181+34.0% |
| Participation rate | 40.0% | 71.4%-31.4pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 19.04% | -631.40%+650.4pp | -137.26%+156.3pp | 160.69%-141.6pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,712 | $4,342-60.6% | $5,821-70.6% | $4,126-58.5% |
| Admin fee / account holder | $2,781 | $6,778-59.0% | $10,608-73.8% | $5,650-50.8% |