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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 | $43,746 | $91,537-52.2% | $130,045-66.4% | $75,173-41.8% |
| Participation rate | 43.0% | 71.5%-28.4pp | 78.5%-35.5pp | 67.2%-24.2pp |
| Annual return | 14.11% | -631.55%+645.7pp | -137.30%+151.4pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,777 | $4,343-59.1% | $5,820-69.5% | $4,126-56.9% |
| Admin fee / account holder | $2,503 | $6,780-63.1% | $10,600-76.4% | $5,651-55.7% |