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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 | $27,172 | $117,895-77.0% | $102,460-73.5% | $145,897-81.4% |
| Participation rate | 46.7% | 78.6%-32.0pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 10.22% | 31.92%-21.7pp | 29.47%-19.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $583 | $3,619-83.9% | $3,025-80.7% | $4,663-87.5% |
| Participant deferral / active EE | $2,629 | $5,736-54.2% | $5,056-48.0% | $6,689-60.7% |
| Admin fee / account holder | $898 | $13,353-93.3% | $9,460-90.5% | $13,390-93.3% |