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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 | $31,319 | $91,525-65.8% | $130,026-75.9% | $75,181-58.3% |
| Participation rate | 57.1% | 71.4%-14.3pp | 78.5%-21.4pp | 67.2%-10.1pp |
| Annual return | 16.69% | -631.40%+648.1pp | -137.26%+153.9pp | 160.69%-144.0pp |
| Employer contribution / active EE | $821 | $2,844-71.1% | $4,321-81.0% | $2,671-69.3% |
| Participant deferral / active EE | $1,873 | $4,342-56.9% | $5,821-67.8% | $4,126-54.6% |
| Admin fee / account holder | $1,816 | $6,778-73.2% | $10,608-82.9% | $5,650-67.9% |