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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 | $14,143 | $69,541-79.7% | $59,899-76.4% | $135,380-89.6% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.7%-17.6pp | 82.6%-25.5pp |
| Annual return | -3.21% | 7.95%-11.2pp | 3.46%-6.7pp | 519.81%-523.0pp |
| Employer contribution / active EE | $589 | $3,236-81.8% | $2,723-78.4% | $4,779-87.7% |
| Participant deferral / active EE | $588 | $4,206-86.0% | $3,402-82.7% | $5,609-89.5% |
| Admin fee / account holder | $696 | $5,737-87.9% | $3,592-80.6% | $10,828-93.6% |