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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 | $89,670-64.7% | $73,658-57.1% | $89,670-64.7% |
| Participation rate | 3.4% | 71.2%-67.7pp | 57.0%-53.6pp | 71.2%-67.7pp |
| Annual return | 16.39% | 19.66%-3.3pp | 29.72%-13.3pp | 19.66%-3.3pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $1,032-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $285 | $3,962-92.8% | $2,062-86.2% | $3,962-92.8% |
| Admin fee / account holder | $1,080 | $352+206.9% | $3,357-67.8% | $352+206.9% |