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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 | $34,342 | $91,537-62.5% | $130,045-73.6% | $75,173-54.3% |
| Participation rate | 58.8% | 71.5%-12.6pp | 78.5%-19.7pp | 67.2%-8.4pp |
| Annual return | 18.49% | -631.55%+650.0pp | -137.30%+155.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $800 | $2,845-71.9% | $4,321-81.5% | $2,671-70.1% |
| Participant deferral / active EE | $1,083 | $4,343-75.1% | $5,820-81.4% | $4,126-73.8% |
| Admin fee / account holder | $626 | $6,780-90.8% | $10,600-94.1% | $5,651-88.9% |