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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 | $76,834-21.2% | $108,359-44.1% | $87,485-30.8% |
| Participation rate | 69.7% | 61.7%+8.0pp | 70.1%-0.4pp | 68.9%+0.8pp |
| Annual return | 16.98% | 19.09%-2.1pp | 36.89%-19.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $415 | $1,556-73.4% | $2,399-82.7% | $2,596-84.0% |
| Participant deferral / active EE | $1,094 | $3,100-64.7% | $4,137-73.5% | $4,274-74.4% |
| Admin fee / account holder | $2,699 | $6,537-58.7% | $9,741-72.3% | $7,775-65.3% |