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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 | $70,438 | $67,602+4.2% | $82,312-14.4% | $70,126+0.4% |
| Participation rate | 44.9% | 72.8%-27.9pp | 76.9%-32.0pp | 69.5%-24.6pp |
| Annual return | 14.09% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $387 | $1,755-78.0% | $2,428-84.1% | $2,343-83.5% |
| Participant deferral / active EE | $1,119 | $2,987-62.5% | $3,706-69.8% | $3,332-66.4% |
| Admin fee / account holder | $3,198 | $4,512-29.1% | $5,608-43.0% | $4,645-31.1% |