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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 | $39,788 | $157,296-74.7% | $141,191-71.8% | $152,897-74.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 23.41% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $662 | $5,262-87.4% | $4,736-86.0% | $4,764-86.1% |
| Participant deferral / active EE | $10,036 | $7,111+41.1% | $6,710+49.6% | $5,851+71.5% |
| Admin fee / account holder | $9,057 | $12,125-25.3% | $10,264-11.8% | $11,599-21.9% |