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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 | $25,197 | $60,349-58.2% | $74,184-66.0% | $62,881-59.9% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 5.20% | 21.38%-16.2pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $957 | $2,856-66.5% | $3,550-73.0% | $3,203-70.1% |
| Admin fee / account holder | $827 | $4,261-80.6% | $5,586-85.2% | $4,296-80.7% |