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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 | $32,553 | $124,425-73.8% | $112,040-70.9% | $137,256-76.3% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 11.50% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $192 | $3,411-94.4% | $2,954-93.5% | $4,156-95.4% |
| Participant deferral / active EE | $6,666 | $5,718+16.6% | $5,098+30.8% | $6,407+4.0% |
| Admin fee / account holder | $2,576 | $15,207-83.1% | $12,098-78.7% | $12,270-79.0% |