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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 | $74,535-18.7% | $100,712-39.8% | $82,637-26.7% |
| Participation rate | 69.7% | 61.2%+8.6pp | 69.3%+0.5pp | 68.1%+1.7pp |
| Annual return | 16.98% | 18.92%-1.9pp | 33.27%-16.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $415 | $1,503-72.4% | $2,313-82.1% | $2,552-83.8% |
| Participant deferral / active EE | $1,094 | $3,074-64.4% | $4,085-73.2% | $4,126-73.5% |
| Admin fee / account holder | $2,699 | $6,576-59.0% | $9,256-70.8% | $7,339-63.2% |