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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 | $28,657 | $177,156-83.8% | $147,027-80.5% | $154,746-81.5% |
| Participation rate | 36.4% | 79.4%-43.0pp | 73.7%-37.4pp | 80.7%-44.3pp |
| Annual return | 11.81% | 21.94%-10.1pp | 20.23%-8.4pp | 172.34%-160.5pp |
| Employer contribution / active EE | $529 | $4,336-87.8% | $3,626-85.4% | $4,379-87.9% |
| Participant deferral / active EE | $1,794 | $5,797-69.0% | $4,933-63.6% | $6,730-73.3% |
| Admin fee / account holder | $2,530 | $14,904-83.0% | $12,223-79.3% | $14,365-82.4% |