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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 | $27,911 | $91,525-69.5% | $130,026-78.5% | $75,181-62.9% |
| Participation rate | 34.6% | 71.4%-36.8pp | 78.5%-43.9pp | 67.2%-32.6pp |
| Annual return | 20.07% | -631.40%+651.5pp | -137.26%+157.3pp | 160.69%-140.6pp |
| Employer contribution / active EE | $972 | $2,844-65.8% | $4,321-77.5% | $2,671-63.6% |
| Participant deferral / active EE | $1,544 | $4,342-64.5% | $5,821-73.5% | $4,126-62.6% |
| Admin fee / account holder | $13,065 | $6,778+92.7% | $10,608+23.2% | $5,650+131.2% |