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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 | $60,582 | $73,787-17.9% | $98,716-38.6% | $82,448-26.5% |
| Participation rate | 69.7% | 61.4%+8.3pp | 69.3%+0.4pp | 68.1%+1.7pp |
| Annual return | 16.98% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $415 | $1,511-72.6% | $2,279-81.8% | $2,551-83.7% |
| Participant deferral / active EE | $1,094 | $3,081-64.5% | $4,048-73.0% | $4,139-73.6% |
| Admin fee / account holder | $2,699 | $6,500-58.5% | $8,703-69.0% | $7,234-62.7% |