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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 | $31,085 | $157,296-80.2% | $141,191-78.0% | $152,897-79.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 17.25% | 64.34%-47.1pp | 71.41%-54.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $647 | $5,262-87.7% | $4,736-86.3% | $4,764-86.4% |
| Participant deferral / active EE | $7,607 | $7,111+7.0% | $6,710+13.4% | $5,851+30.0% |
| Admin fee / account holder | $1,313 | $12,125-89.2% | $10,264-87.2% | $11,599-88.7% |