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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 | $32,277 | $117,846-72.6% | $102,434-68.5% | $145,884-77.9% |
| Participation rate | 47.4% | 78.6%-31.3pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 13.23% | 31.90%-18.7pp | 29.46%-16.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $811 | $3,615-77.6% | $3,023-73.2% | $4,662-82.6% |
| Participant deferral / active EE | $1,986 | $5,733-65.4% | $5,055-60.7% | $6,690-70.3% |
| Admin fee / account holder | $8,374 | $13,356-37.3% | $9,462-11.5% | $13,392-37.5% |