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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 | $28,155 | $69,255-59.3% | $260,467-89.2% | $69,255-59.3% |
| Participation rate | 3.4% | 69.0%-65.7pp | 80.5%-77.1pp | 69.0%-65.7pp |
| Annual return | 16.15% | 26.73%-10.6pp | 100.60%-84.4pp | 26.73%-10.6pp |
| Employer contribution / active EE | $0 | $2,645-100.0% | $4,239-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $205 | $2,890-92.9% | $6,319-96.8% | $2,890-92.9% |
| Admin fee / account holder | $3,010 | $733+310.7% | $15,461-80.5% | $733+310.7% |