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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 | $13,980 | $91,911-84.8% | $68,612-79.6% | $135,379-89.7% |
| Participation rate | 33.3% | 76.7%-43.4pp | 72.2%-38.9pp | 82.6%-49.3pp |
| Annual return | 9.04% | -8.22%+17.3pp | -4.63%+13.7pp | 519.79%-510.7pp |
| Employer contribution / active EE | $563 | $3,924-85.7% | $2,625-78.6% | $4,779-88.2% |
| Participant deferral / active EE | $563 | $4,315-87.0% | $3,311-83.0% | $5,609-90.0% |
| Admin fee / account holder | $503 | $9,240-94.6% | $5,131-90.2% | $10,828-95.4% |