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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 | $32,493 | $156,616-79.3% | $133,346-75.6% | $198,609-83.6% |
| Participation rate | 40.9% | 77.7%-36.8pp | 72.8%-31.9pp | 82.4%-41.5pp |
| Annual return | 9.81% | 44.25%-34.4pp | 36.85%-27.0pp | 202.70%-192.9pp |
| Employer contribution / active EE | $759 | $3,368-77.5% | $2,853-73.4% | $5,055-85.0% |
| Participant deferral / active EE | $4,864 | $4,920-1.1% | $4,332+12.3% | $6,977-30.3% |
| Admin fee / account holder | $19,270 | $17,468+10.3% | $14,264+35.1% | $19,030+1.3% |