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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 | $36,332 | $55,457-34.5% | $77,361-53.0% | $94,015-61.4% |
| Participation rate | 8.1% | 69.8%-61.7pp | 75.0%-66.9pp | 70.8%-62.7pp |
| Annual return | 15.72% | 15.57%+0.2pp | 1011.54%-995.8pp | 17.84%-2.1pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $472 | $3,069-84.6% | $3,911-87.9% | $4,249-88.9% |
| Admin fee / account holder | $872 | $4,334-79.9% | $5,894-85.2% | $8,951-90.3% |