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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 | $30,017 | $106,524-71.8% | $152,301-80.3% | $87,485-65.7% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.4%-16.7pp | 68.9%-3.1pp |
| Annual return | 19.68% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $500 | $3,371-85.2% | $4,624-89.2% | $2,596-80.7% |
| Participant deferral / active EE | $5,639 | $6,525-13.6% | $8,004-29.5% | $4,274+32.0% |
| Admin fee / account holder | $1,340 | $8,287-83.8% | $14,398-90.7% | $7,775-82.8% |