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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 | $29,375 | $201,372-85.4% | $184,260-84.1% | $145,884-79.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.96% | 29.04%-7.1pp | 28.84%-6.9pp | 551.85%-529.9pp |
| Employer contribution / active EE | $1,301 | $7,024-81.5% | $6,427-79.8% | $4,662-72.1% |
| Participant deferral / active EE | $3,485 | $9,808-64.5% | $9,133-61.8% | $6,690-47.9% |
| Admin fee / account holder | $1,087 | $16,362-93.4% | $13,898-92.2% | $13,392-91.9% |