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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 | $67,681 | $70,486-4.0% | $100,528-32.7% | $79,852-15.2% |
| Participation rate | 69.7% | 73.6%-4.0pp | 79.4%-9.7pp | 69.6%+0.1pp |
| Annual return | 22.66% | 21.90%+0.8pp | 30.90%-8.2pp | 31.72%-9.1pp |
| Employer contribution / active EE | $448 | $2,165-79.3% | $3,419-86.9% | $2,471-81.9% |
| Participant deferral / active EE | $1,954 | $5,182-62.3% | $6,271-68.8% | $3,740-47.8% |
| Admin fee / account holder | $1,520 | $4,480-66.1% | $8,084-81.2% | $5,306-71.3% |