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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 | $124,425-78.0% | $112,040-75.5% | $137,256-80.0% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 16.06% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $686 | $3,411-79.9% | $2,954-76.8% | $4,156-83.5% |
| Participant deferral / active EE | $2,286 | $5,718-60.0% | $5,098-55.2% | $6,407-64.3% |
| Admin fee / account holder | $896 | $15,207-94.1% | $12,098-92.6% | $12,270-92.7% |