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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 | $26,991 | $117,895-77.1% | $102,460-73.7% | $145,897-81.5% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-27.0pp |
| Annual return | 14.84% | 31.92%-17.1pp | 29.47%-14.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $558 | $3,619-84.6% | $3,025-81.6% | $4,663-88.0% |
| Participant deferral / active EE | $2,395 | $5,736-58.2% | $5,056-52.6% | $6,689-64.2% |
| Admin fee / account holder | $7,835 | $13,353-41.3% | $9,460-17.2% | $13,390-41.5% |