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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $32,780 | $148,629-77.9% | $135,982-75.9% | $139,487-76.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 15.73% | 79.33%-63.6pp | 68.32%-52.6pp | 373.84%-358.1pp |
| Employer contribution / active EE | $446 | $5,247-91.5% | $4,859-90.8% | $4,755-90.6% |
| Participant deferral / active EE | $4,624 | $8,102-42.9% | $7,760-40.4% | $6,713-31.1% |
| Admin fee / account holder | $2,010 | $12,406-83.8% | $10,767-81.3% | $11,407-82.4% |