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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 | $31,614 | $83,436-62.1% | $83,854-62.3% | $83,436-62.1% |
| Participation rate | 3.4% | 73.2%-69.7pp | 59.1%-55.7pp | 73.2%-69.7pp |
| Annual return | 16.39% | 19.34%-2.9pp | 31.39%-15.0pp | 19.34%-2.9pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $1,017-100.0% | $4,072-100.0% |
| Participant deferral / active EE | $285 | $3,411-91.6% | $2,035-86.0% | $3,411-91.6% |
| Admin fee / account holder | $1,080 | $265+307.0% | $3,197-66.2% | $265+307.0% |