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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 | $34,928 | $117,846-70.4% | $102,434-65.9% | $145,884-76.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.49% | 31.90%-18.4pp | 29.46%-16.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $816 | $3,615-77.4% | $3,023-73.0% | $4,662-82.5% |
| Participant deferral / active EE | $5,339 | $5,733-6.9% | $5,055+5.6% | $6,690-20.2% |
| Admin fee / account holder | $2,485 | $13,356-81.4% | $9,462-73.7% | $13,392-81.4% |