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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 | $44,062 | $91,537-51.9% | $130,045-66.1% | $75,173-41.4% |
| Participation rate | 25.9% | 71.5%-45.5pp | 78.5%-52.6pp | 67.2%-41.3pp |
| Annual return | 14.17% | -631.55%+645.7pp | -137.30%+151.5pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $160 | $4,343-96.3% | $5,820-97.3% | $4,126-96.1% |
| Admin fee / account holder | $6,063 | $6,780-10.6% | $10,600-42.8% | $5,651+7.3% |