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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 | $39,893 | $91,536-56.4% | $130,062-69.3% | $75,177-46.9% |
| Participation rate | 51.6% | 71.5%-19.8pp | 78.5%-26.9pp | 67.2%-15.6pp |
| Annual return | 16.70% | -631.62%+648.3pp | -137.37%+154.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $725 | $4,343-83.3% | $5,821-87.5% | $4,126-82.4% |
| Admin fee / account holder | $6,094 | $6,780-10.1% | $10,601-42.5% | $5,651+7.8% |