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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 | $31,996 | $124,425-74.3% | $112,040-71.4% | $137,256-76.7% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 18.86% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $648 | $3,411-81.0% | $2,954-78.1% | $4,156-84.4% |
| Participant deferral / active EE | $4,024 | $5,718-29.6% | $5,098-21.1% | $6,407-37.2% |
| Admin fee / account holder | $2,030 | $15,207-86.7% | $12,098-83.2% | $12,270-83.5% |