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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 | $42,508 | $91,537-53.6% | $130,045-67.3% | $75,173-43.5% |
| Participation rate | 16.3% | 71.5%-55.1pp | 78.5%-62.2pp | 67.2%-50.9pp |
| Annual return | 22.98% | -631.55%+654.5pp | -137.30%+160.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $126 | $4,343-97.1% | $5,820-97.8% | $4,126-96.9% |
| Admin fee / account holder | $686 | $6,780-89.9% | $10,600-93.5% | $5,651-87.9% |