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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 | $65,445 | $65,034+0.6% | $90,970-28.1% | $79,856-18.0% |
| Participation rate | 42.3% | 61.6%-19.3pp | 69.0%-26.7pp | 69.6%-27.3pp |
| Annual return | 16.89% | 30.45%-13.6pp | 134.60%-117.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $316 | $1,247-74.7% | $2,122-85.1% | $2,471-87.2% |
| Participant deferral / active EE | $1,016 | $2,512-59.5% | $3,373-69.9% | $3,741-72.8% |
| Admin fee / account holder | $4,453 | $4,536-1.8% | $5,961-25.3% | $5,306-16.1% |