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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 | $29,425 | $124,425-76.4% | $112,040-73.7% | $137,256-78.6% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 18.33% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $784 | $3,411-77.0% | $2,954-73.4% | $4,156-81.1% |
| Participant deferral / active EE | $2,216 | $5,718-61.3% | $5,098-56.5% | $6,407-65.4% |
| Admin fee / account holder | $1,388 | $15,207-90.9% | $12,098-88.5% | $12,270-88.7% |