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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 | $32,276 | $156,616-79.4% | $133,346-75.8% | $198,609-83.7% |
| Participation rate | 62.5% | 77.7%-15.2pp | 72.8%-10.3pp | 82.4%-19.9pp |
| Annual return | 7.26% | 44.25%-37.0pp | 36.85%-29.6pp | 202.70%-195.4pp |
| Employer contribution / active EE | $162 | $3,368-95.2% | $2,853-94.3% | $5,055-96.8% |
| Participant deferral / active EE | $1,711 | $4,920-65.2% | $4,332-60.5% | $6,977-75.5% |
| Admin fee / account holder | $15,088 | $17,468-13.6% | $14,264+5.8% | $19,030-20.7% |