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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 | $30,984 | $116,190-73.3% | $93,614-66.9% | $152,885-79.7% |
| Participation rate | 69.6% | 78.0%-8.5pp | 75.8%-6.3pp | 82.5%-12.9pp |
| Annual return | 21.04% | 35.96%-14.9pp | 32.76%-11.7pp | 345.39%-324.4pp |
| Employer contribution / active EE | $396 | $3,219-87.7% | $2,718-85.4% | $4,763-91.7% |
| Participant deferral / active EE | $2,568 | $4,604-44.2% | $4,069-36.9% | $5,851-56.1% |
| Admin fee / account holder | $2,773 | $10,749-74.2% | $7,889-64.9% | $11,598-76.1% |