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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 | $52,609 | $91,536-42.5% | $130,062-59.6% | $75,177-30.0% |
| Participation rate | 36.0% | 71.5%-35.5pp | 78.5%-42.5pp | 67.2%-31.2pp |
| Annual return | 21.68% | -631.62%+653.3pp | -137.37%+159.0pp | 160.75%-139.1pp |
| Employer contribution / active EE | $844 | $2,845-70.3% | $4,322-80.5% | $2,671-68.4% |
| Participant deferral / active EE | $1,718 | $4,343-60.4% | $5,821-70.5% | $4,126-58.4% |
| Admin fee / account holder | $625 | $6,780-90.8% | $10,601-94.1% | $5,651-88.9% |