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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 | $38,010 | $55,457-31.5% | $77,361-50.9% | $94,015-59.6% |
| Participation rate | 11.1% | 69.8%-58.7pp | 75.0%-63.9pp | 70.8%-59.7pp |
| Annual return | 15.23% | 15.57%-0.3pp | 1011.54%-996.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $124 | $3,069-96.0% | $3,911-96.8% | $4,249-97.1% |
| Admin fee / account holder | $1,707 | $4,334-60.6% | $5,894-71.0% | $8,951-80.9% |