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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 | $9,589 | $63,703-84.9% | $93,063-89.7% | $82,448-88.4% |
| Participation rate | 39.4% | 63.8%-24.4pp | 72.1%-32.7pp | 68.1%-28.7pp |
| Annual return | 19.23% | -775.43%+794.7pp | 34.15%-14.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $638 | $1,729-63.1% | $2,476-74.2% | $2,551-75.0% |
| Participant deferral / active EE | $790 | $2,919-72.9% | $3,958-80.0% | $4,139-80.9% |
| Admin fee / account holder | $999 | $5,982-83.3% | $6,033-83.4% | $7,234-86.2% |