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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 | $30,448 | $110,212-72.4% | $96,534-68.5% | $139,466-78.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 24.27% | 26.42%-2.1pp | 25.88%-1.6pp | 373.66%-349.4pp |
| Employer contribution / active EE | $665 | $3,620-81.6% | $2,965-77.6% | $4,754-86.0% |
| Participant deferral / active EE | $9,854 | $5,547+77.6% | $4,851+103.1% | $6,712+46.8% |
| Admin fee / account holder | $9,173 | $11,599-20.9% | $8,253+11.1% | $11,409-19.6% |