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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 | $106,798 | $91,525+16.7% | $130,026-17.9% | $75,181+42.1% |
| Participation rate | 43.6% | 71.4%-27.8pp | 78.5%-34.9pp | 67.2%-23.6pp |
| Annual return | 37.83% | -631.40%+669.2pp | -137.26%+175.1pp | 160.69%-122.9pp |
| Employer contribution / active EE | $889 | $2,844-68.7% | $4,321-79.4% | $2,671-66.7% |
| Participant deferral / active EE | $1,370 | $4,342-68.4% | $5,821-76.5% | $4,126-66.8% |
| Admin fee / account holder | $2,534 | $6,778-62.6% | $10,608-76.1% | $5,650-55.2% |