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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 | $29,414 | $91,537-67.9% | $130,045-77.4% | $75,173-60.9% |
| Participation rate | 66.2% | 71.5%-5.2pp | 78.5%-12.3pp | 67.2%-1.0pp |
| Annual return | 16.18% | -631.55%+647.7pp | -137.30%+153.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $945 | $2,845-66.8% | $4,321-78.1% | $2,671-64.6% |
| Participant deferral / active EE | $1,815 | $4,343-58.2% | $5,820-68.8% | $4,126-56.0% |
| Admin fee / account holder | $2,242 | $6,780-66.9% | $10,600-78.8% | $5,651-60.3% |