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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 | $32,521 | $228,395-85.8% | $185,861-82.5% | $158,982-79.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 14.33% | 40.82%-26.5pp | 35.96%-21.6pp | 302.99%-288.7pp |
| Employer contribution / active EE | $234 | $4,968-95.3% | $4,088-94.3% | $4,763-95.1% |
| Participant deferral / active EE | $1,259 | $6,417-80.4% | $5,634-77.7% | $5,983-79.0% |
| Admin fee / account holder | $17,912 | $11,869+50.9% | $9,503+88.5% | $11,252+59.2% |