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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 | $27,645 | $80,748-65.8% | $102,383-73.0% | $74,429-62.9% |
| Participation rate | 34.9% | 65.7%-30.8pp | 74.5%-39.6pp | 67.2%-32.4pp |
| Annual return | 16.52% | 27.57%-11.1pp | 24.94%-8.4pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $331 | $3,159-89.5% | $3,870-91.5% | $2,625-87.4% |
| Participant deferral / active EE | $2,665 | $3,861-31.0% | $5,060-47.3% | $4,348-38.7% |
| Admin fee / account holder | $1,975 | $2,371-16.7% | $8,391-76.5% | $1,944+1.6% |