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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 | $30,550 | $98,240-68.9% | $82,312-62.9% | $147,586-79.3% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 15.19% | 30.85%-15.7pp | 25.88%-10.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $247 | $3,192-92.3% | $2,428-89.8% | $4,876-94.9% |
| Participant deferral / active EE | $1,633 | $4,383-62.7% | $3,706-55.9% | $5,439-70.0% |
| Admin fee / account holder | $7,674 | $8,563-10.4% | $5,608+36.9% | $10,886-29.5% |