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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 | $39,052 | $131,835-70.4% | $108,582-64.0% | $273,972-85.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 10.15% | -91.57%+101.7pp | -51.70%+61.8pp | 41.46%-31.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $410 | $5,127-92.0% | $4,311-90.5% | $5,287-92.3% |
| Admin fee / account holder | $1,339 | $10,253-86.9% | $7,645-82.5% | $10,133-86.8% |