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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 | $63,611 | $74,535-14.7% | $100,712-36.8% | $82,637-23.0% |
| Participation rate | 61.8% | 61.2%+0.6pp | 69.3%-7.5pp | 68.1%-6.3pp |
| Annual return | 13.27% | 18.92%-5.7pp | 33.27%-20.0pp | 53.51%-40.2pp |
| Employer contribution / active EE | $660 | $1,503-56.1% | $2,313-71.5% | $2,552-74.2% |
| Participant deferral / active EE | $953 | $3,074-69.0% | $4,085-76.7% | $4,126-76.9% |
| Admin fee / account holder | $1,167 | $6,576-82.3% | $9,256-87.4% | $7,339-84.1% |