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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 | $27,413 | $136,860-80.0% | $120,344-77.2% | $154,746-82.3% |
| Participation rate | 42.9% | 79.9%-37.0pp | 76.7%-33.9pp | 80.7%-37.8pp |
| Annual return | 16.06% | 21.38%-5.3pp | 20.30%-4.2pp | 172.34%-156.3pp |
| Employer contribution / active EE | $686 | $3,533-80.6% | $3,020-77.3% | $4,379-84.3% |
| Participant deferral / active EE | $2,286 | $5,793-60.5% | $5,135-55.5% | $6,730-66.0% |
| Admin fee / account holder | $896 | $15,393-94.2% | $12,742-93.0% | $14,365-93.8% |