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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 | $27,770 | $135,645-79.5% | $110,243-74.8% | $135,380-79.5% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | 6.83% | 513.24%-506.4pp | 314.76%-307.9pp | 519.81%-513.0pp |
| Employer contribution / active EE | $916 | $4,907-81.3% | $3,827-76.1% | $4,779-80.8% |
| Participant deferral / active EE | $2,418 | $5,507-56.1% | $4,672-48.2% | $5,609-56.9% |
| Admin fee / account holder | $1,321 | $11,458-88.5% | $8,548-84.5% | $10,828-87.8% |