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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 | $27,899 | $91,537-69.5% | $130,045-78.5% | $75,173-62.9% |
| Participation rate | 46.4% | 71.5%-25.0pp | 78.5%-32.1pp | 67.2%-20.8pp |
| Annual return | 17.83% | -631.55%+649.4pp | -137.30%+155.1pp | 160.72%-142.9pp |
| Employer contribution / active EE | $854 | $2,845-70.0% | $4,321-80.2% | $2,671-68.0% |
| Participant deferral / active EE | $1,155 | $4,343-73.4% | $5,820-80.2% | $4,126-72.0% |
| Admin fee / account holder | $1,849 | $6,780-72.7% | $10,600-82.6% | $5,651-67.3% |