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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 | $15,310 | $45,043-66.0% | $63,005-75.7% | $70,124-78.2% |
| Participation rate | 69.8% | 69.5%+0.3pp | 74.8%-5.0pp | 69.5%+0.3pp |
| Annual return | 12.51% | 18.76%-6.2pp | 87.59%-75.1pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,070 | $2,052-47.8% | $2,760-61.2% | $2,342-54.3% |
| Participant deferral / active EE | $728 | $2,466-70.5% | $3,329-78.1% | $3,332-78.1% |
| Admin fee / account holder | $2,278 | $2,833-19.6% | $3,599-36.7% | $4,645-51.0% |