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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 | $25,682 | $67,602-62.0% | $82,312-68.8% | $70,126-63.4% |
| Participation rate | 43.9% | 72.8%-28.9pp | 76.9%-33.0pp | 69.5%-25.6pp |
| Annual return | 14.02% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $493 | $1,755-71.9% | $2,428-79.7% | $2,343-78.9% |
| Participant deferral / active EE | $1,093 | $2,987-63.4% | $3,706-70.5% | $3,332-67.2% |
| Admin fee / account holder | $1,072 | $4,512-76.2% | $5,608-80.9% | $4,645-76.9% |