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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 | $29,021 | $117,846-75.4% | $102,434-71.7% | $145,884-80.1% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 10.24% | 31.90%-21.7pp | 29.46%-19.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $846 | $3,615-76.6% | $3,023-72.0% | $4,662-81.9% |
| Participant deferral / active EE | $2,858 | $5,733-50.2% | $5,055-43.5% | $6,690-57.3% |
| Admin fee / account holder | $614 | $13,356-95.4% | $9,462-93.5% | $13,392-95.4% |