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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 | $36,491 | $61,755-40.9% | $97,161-62.4% | $80,911-54.9% |
| Participation rate | 16.0% | 63.5%-47.5pp | 72.7%-56.7pp | 67.6%-51.6pp |
| Annual return | 17.45% | -557.90%+575.4pp | 75.36%-57.9pp | 35.63%-18.2pp |
| Employer contribution / active EE | $414 | $1,835-77.4% | $2,723-84.8% | $2,756-85.0% |
| Participant deferral / active EE | $840 | $3,026-72.3% | $4,265-80.3% | $4,297-80.5% |
| Admin fee / account holder | $17,085 | $5,166+230.7% | $5,647+202.5% | $6,935+146.4% |