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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 | $45,472 | $61,816-26.4% | $97,260-53.2% | $80,935-43.8% |
| Participation rate | 36.4% | 63.5%-27.1pp | 72.7%-36.3pp | 67.7%-31.3pp |
| Annual return | 13.81% | -558.73%+572.5pp | 75.54%-61.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $410 | $3,027-86.4% | $4,262-90.4% | $4,299-90.5% |
| Admin fee / account holder | $1,278 | $5,166-75.3% | $5,640-77.3% | $6,924-81.5% |