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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 | $38,943 | $91,536-57.5% | $130,062-70.1% | $75,177-48.2% |
| Participation rate | 51.2% | 71.5%-20.3pp | 78.5%-27.3pp | 67.2%-16.0pp |
| Annual return | 14.54% | -631.62%+646.2pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,747 | $4,343-59.8% | $5,821-70.0% | $4,126-57.7% |
| Admin fee / account holder | $8,292 | $6,780+22.3% | $10,601-21.8% | $5,651+46.7% |