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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 | $51,216 | $91,536-44.0% | $130,062-60.6% | $75,177-31.9% |
| Participation rate | 28.6% | 71.5%-42.9pp | 78.5%-49.9pp | 67.2%-38.6pp |
| Annual return | 16.85% | -631.62%+648.5pp | -137.37%+154.2pp | 160.75%-143.9pp |
| Employer contribution / active EE | $979 | $2,845-65.6% | $4,322-77.4% | $2,671-63.4% |
| Participant deferral / active EE | $1,631 | $4,343-62.4% | $5,821-72.0% | $4,126-60.5% |
| Admin fee / account holder | $3,667 | $6,780-45.9% | $10,601-65.4% | $5,651-35.1% |