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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 | $70,252 | $67,602+3.9% | $82,312-14.7% | $70,126+0.2% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.9%-16.1pp | 69.5%-8.8pp |
| Annual return | 15.89% | 21.57%-5.7pp | 25.88%-10.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $747 | $1,755-57.5% | $2,428-69.3% | $2,343-68.1% |
| Participant deferral / active EE | $1,299 | $2,987-56.5% | $3,706-64.9% | $3,332-61.0% |
| Admin fee / account holder | $631 | $4,512-86.0% | $5,608-88.7% | $4,645-86.4% |