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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 | $30,064 | $64,890-53.7% | $134,172-77.6% | $67,986-55.8% |
| Participation rate | 3.1% | 48.5%-45.4pp | 72.5%-69.3pp | 57.2%-54.1pp |
| Annual return | 16.78% | 16.12%+0.7pp | 25.30%-8.5pp | 31.67%-14.9pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $54 | $2,289-97.7% | $4,690-98.9% | $3,358-98.4% |
| Admin fee / account holder | $1,770 | $3,140-43.6% | $12,016-85.3% | $3,203-44.7% |