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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 | $11,473 | $97,125-88.2% | $86,233-86.7% | $137,256-91.6% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 12.15% | 74.19%-62.0pp | 61.39%-49.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $241 | $2,841-91.5% | $2,504-90.4% | $4,156-94.2% |
| Participant deferral / active EE | $1,418 | $5,180-72.6% | $4,559-68.9% | $6,407-77.9% |
| Admin fee / account holder | $6,115 | $9,725-37.1% | $8,342-26.7% | $12,270-50.2% |