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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 | $28,256 | $111,785-74.7% | $93,669-69.8% | $145,877-80.6% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 8.16% | 203.79%-195.6pp | 133.59%-125.4pp | 551.28%-543.1pp |
| Employer contribution / active EE | $209 | $3,096-93.3% | $2,424-91.4% | $4,663-95.5% |
| Participant deferral / active EE | $1,427 | $4,919-71.0% | $4,416-67.7% | $6,691-78.7% |
| Admin fee / account holder | $7,784 | $10,256-24.1% | $8,291-6.1% | $13,402-41.9% |