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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 | $35,253 | $111,814-68.5% | $103,378-65.9% | $145,978-75.9% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 17.79% | 24.80%-7.0pp | 24.91%-7.1pp | 550.52%-532.7pp |
| Employer contribution / active EE | $819 | $4,215-80.6% | $3,870-78.8% | $4,662-82.4% |
| Participant deferral / active EE | $1,851 | $5,618-67.1% | $5,058-63.4% | $6,690-72.3% |
| Admin fee / account holder | $11,981 | $9,764+22.7% | $8,401+42.6% | $13,400-10.6% |