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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 | $57,748 | $56,544+2.1% | $75,501-23.5% | $70,126-17.7% |
| Participation rate | 41.7% | 68.1%-26.5pp | 72.4%-30.7pp | 69.5%-27.9pp |
| Annual return | 12.63% | 23.59%-11.0pp | 27.35%-14.7pp | 73.15%-60.5pp |
| Employer contribution / active EE | $703 | $1,817-61.3% | $2,352-70.1% | $2,343-70.0% |
| Participant deferral / active EE | $915 | $2,580-64.5% | $3,142-70.9% | $3,332-72.5% |
| Admin fee / account holder | $4,866 | $3,827+27.2% | $5,801-16.1% | $4,645+4.7% |