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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 | $33,477 | $135,956-75.4% | $123,894-73.0% | $273,972-87.8% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 8.33% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $653 | $5,170-87.4% | $4,617-85.9% | $4,869-86.6% |
| Participant deferral / active EE | $2,171 | $6,343-65.8% | $5,984-63.7% | $5,287-58.9% |
| Admin fee / account holder | $527 | $9,817-94.6% | $8,357-93.7% | $10,133-94.8% |