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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 | $27,628 | $91,525-69.8% | $130,026-78.8% | $75,181-63.3% |
| Participation rate | 56.0% | 71.4%-15.4pp | 78.5%-22.5pp | 67.2%-11.2pp |
| Annual return | 18.40% | -631.40%+649.8pp | -137.26%+155.7pp | 160.69%-142.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,420 | $4,342-67.3% | $5,821-75.6% | $4,126-65.6% |
| Admin fee / account holder | $2,717 | $6,778-59.9% | $10,608-74.4% | $5,650-51.9% |