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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 | $25,657 | $77,638-67.0% | $156,551-83.6% | $62,881-59.2% |
| Participation rate | 57.5% | 71.2%-13.7pp | 84.0%-26.5pp | 69.3%-11.8pp |
| Annual return | 6.95% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $488 | $3,444-85.8% | $5,501-91.1% | $2,281-78.6% |
| Participant deferral / active EE | $540 | $3,046-82.3% | $4,871-88.9% | $3,203-83.1% |
| Admin fee / account holder | $4,901 | $5,561-11.9% | $13,028-62.4% | $4,296+14.1% |