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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 | $8,817 | $107,809-91.8% | $97,032-90.9% | $155,188-94.3% |
| Participation rate | 33.3% | 75.5%-42.1pp | 71.6%-38.2pp | 80.8%-47.5pp |
| Annual return | 14.01% | 38.06%-24.1pp | 35.38%-21.4pp | 148.84%-134.8pp |
| Employer contribution / active EE | $206 | $2,911-92.9% | $2,629-92.2% | $4,248-95.1% |
| Participant deferral / active EE | $589 | $5,129-88.5% | $4,672-87.4% | $6,531-91.0% |
| Admin fee / account holder | $802 | $10,717-92.5% | $9,418-91.5% | $14,480-94.5% |