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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 | $30,347 | $55,457-45.3% | $77,361-60.8% | $94,015-67.7% |
| Participation rate | 15.2% | 69.8%-54.7pp | 75.0%-59.8pp | 70.8%-55.7pp |
| Annual return | 18.21% | 15.57%+2.6pp | 1011.54%-993.3pp | 17.84%+0.4pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $429 | $3,069-86.0% | $3,911-89.0% | $4,249-89.9% |
| Admin fee / account holder | $3,368 | $4,334-22.3% | $5,894-42.9% | $8,951-62.4% |