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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 | $90,000 | $57,350+56.9% | $83,850+7.3% | $64,181+40.2% |
| Participation rate | 17.2% | 68.6%-51.4pp | 76.1%-58.9pp | 69.6%-52.4pp |
| Annual return | -7.39% | 11.38%-18.8pp | 850.92%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $304 | $2,993-89.9% | $4,082-92.6% | $3,470-91.2% |
| Admin fee / account holder | $1,141 | $4,046-71.8% | $5,478-79.2% | $4,887-76.7% |