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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 | $28,955 | $115,814-75.0% | $101,275-71.4% | $158,982-81.8% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 15.13% | 56.16%-41.0pp | 46.48%-31.4pp | 302.99%-287.9pp |
| Employer contribution / active EE | $525 | $4,176-87.4% | $3,660-85.7% | $4,763-89.0% |
| Participant deferral / active EE | $2,851 | $4,958-42.5% | $4,371-34.8% | $5,983-52.4% |
| Admin fee / account holder | $20,529 | $7,249+183.2% | $5,948+245.1% | $11,252+82.5% |