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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 | $37,313 | $91,537-59.2% | $130,045-71.3% | $75,173-50.4% |
| Participation rate | 20.0% | 71.5%-51.5pp | 78.5%-58.5pp | 67.2%-47.2pp |
| Annual return | 13.95% | -631.55%+645.5pp | -137.30%+151.3pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,573 | $4,343-63.8% | $5,820-73.0% | $4,126-61.9% |
| Admin fee / account holder | $14,597 | $6,780+115.3% | $10,600+37.7% | $5,651+158.3% |