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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 | $36,200 | $110,337-67.2% | $102,383-64.6% | $145,877-75.2% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 9.74% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $7,061 | $4,216+67.5% | $3,870+82.4% | $4,663+51.4% |
| Participant deferral / active EE | $538 | $5,621-90.4% | $5,060-89.4% | $6,691-92.0% |
| Admin fee / account holder | $6,708 | $9,750-31.2% | $8,391-20.1% | $13,402-50.0% |