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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 | $37,352 | $104,251-64.2% | $91,004-59.0% | $147,586-74.7% |
| Participation rate | 69.2% | 78.2%-9.0pp | 75.6%-6.4pp | 82.8%-13.6pp |
| Annual return | 9.81% | 27.06%-17.3pp | 4.60%+5.2pp | 578.59%-568.8pp |
| Employer contribution / active EE | $2,510 | $3,116-19.4% | $2,456+2.2% | $4,876-48.5% |
| Participant deferral / active EE | $271 | $4,195-93.5% | $3,548-92.4% | $5,439-95.0% |
| Admin fee / account holder | $9,988 | $8,948+11.6% | $5,417+84.4% | $10,886-8.2% |