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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 | $61,166-54.0% | $186,193-84.9% | $64,728-56.5% |
| Participation rate | 3.4% | 40.4%-37.0pp | 77.1%-73.8pp | 57.9%-54.5pp |
| Annual return | 16.15% | 18.93%-2.8pp | 78.03%-61.9pp | 49.38%-33.2pp |
| Employer contribution / active EE | $0 | $1,526-100.0% | $3,918-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $205 | $2,160-90.5% | $6,513-96.9% | $2,729-92.5% |
| Admin fee / account holder | $3,010 | $1,422+111.7% | $11,058-72.8% | $1,145+162.8% |