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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 | $27,029 | $61,605-56.1% | $112,273-75.9% | $75,173-64.0% |
| Participation rate | 67.7% | 61.7%+6.1pp | 72.4%-4.7pp | 67.2%+0.5pp |
| Annual return | 37.85% | 28.47%+9.4pp | 30.23%+7.6pp | 160.72%-122.9pp |
| Employer contribution / active EE | $273 | $2,015-86.4% | $3,431-92.0% | $2,671-89.8% |
| Participant deferral / active EE | $2,490 | $3,108-19.9% | $4,800-48.1% | $4,126-39.7% |
| Admin fee / account holder | $3,518 | $4,862-27.6% | $7,752-54.6% | $5,651-37.7% |