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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 | $35,574 | $72,269-50.8% | $101,271-64.9% | $79,852-55.4% |
| Participation rate | 69.4% | 68.5%+0.9pp | 75.8%-6.4pp | 69.6%-0.3pp |
| Annual return | 11.36% | 22.29%-10.9pp | 46.48%-35.1pp | 31.72%-20.4pp |
| Employer contribution / active EE | $13,575 | $2,692+404.3% | $3,660+270.9% | $2,471+449.3% |
| Participant deferral / active EE | $1,220 | $3,282-62.8% | $4,371-72.1% | $3,740-67.4% |
| Admin fee / account holder | $5,504 | $4,401+25.1% | $5,948-7.5% | $5,306+3.7% |