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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 | $25,713 | $60,349-57.4% | $74,184-65.3% | $62,881-59.1% |
| Participation rate | 56.7% | 72.7%-16.1pp | 76.6%-20.0pp | 69.3%-12.6pp |
| Annual return | 5.33% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $507 | $1,680-69.8% | $2,370-78.6% | $2,281-77.8% |
| Participant deferral / active EE | $755 | $2,856-73.6% | $3,550-78.7% | $3,203-76.4% |
| Admin fee / account holder | $4,646 | $4,261+9.0% | $5,586-16.8% | $4,296+8.2% |