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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 | $9,202 | $39,243-76.6% | $80,784-88.6% | $79,389-88.4% |
| Participation rate | 17.4% | 41.0%-23.7pp | 54.2%-36.8pp | 70.7%-53.4pp |
| Annual return | 16.71% | 98.95%-82.2pp | 87.31%-70.6pp | 116.89%-100.2pp |
| Employer contribution / active EE | $175 | $593-70.5% | $1,160-84.9% | $2,428-92.8% |
| Participant deferral / active EE | $265 | $1,262-79.0% | $2,145-87.6% | $4,046-93.4% |
| Admin fee / account holder | $763 | $647+18.0% | $3,380-77.4% | $626+21.8% |