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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 | $61,787-40.9% | $97,197-62.5% | $80,925-54.9% |
| Participation rate | 16.0% | 63.5%-47.5pp | 72.7%-56.7pp | 67.7%-51.7pp |
| Annual return | 17.45% | -558.16%+575.6pp | 75.47%-58.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $414 | $1,836-77.5% | $2,723-84.8% | $2,756-85.0% |
| Participant deferral / active EE | $840 | $3,027-72.3% | $4,263-80.3% | $4,299-80.5% |
| Admin fee / account holder | $17,085 | $5,170+230.5% | $5,637+203.1% | $6,940+146.2% |