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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 | $35,142 | $106,247-66.9% | $96,515-63.6% | $139,466-74.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 18.59% | 38.47%-19.9pp | 35.73%-17.1pp | 373.66%-355.1pp |
| Employer contribution / active EE | $499 | $4,106-87.9% | $3,740-86.7% | $4,754-89.5% |
| Participant deferral / active EE | $1,983 | $5,456-63.7% | $4,880-59.4% | $6,712-70.5% |
| Admin fee / account holder | $376 | $7,885-95.2% | $6,735-94.4% | $11,409-96.7% |