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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 | $25,119 | $77,638-67.6% | $156,551-84.0% | $62,881-60.1% |
| Participation rate | 68.8% | 71.2%-2.4pp | 84.0%-15.3pp | 69.3%-0.6pp |
| Annual return | 8.39% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $363 | $3,444-89.5% | $5,501-93.4% | $2,281-84.1% |
| Participant deferral / active EE | $2,413 | $3,046-20.8% | $4,871-50.5% | $3,203-24.7% |
| Admin fee / account holder | $816 | $5,561-85.3% | $13,028-93.7% | $4,296-81.0% |