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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 | $27,088 | $115,810-76.6% | $101,271-73.3% | $158,966-83.0% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 13.27% | 56.15%-42.9pp | 46.48%-33.2pp | 302.95%-289.7pp |
| Employer contribution / active EE | $270 | $4,175-93.5% | $3,660-92.6% | $4,762-94.3% |
| Participant deferral / active EE | $1,925 | $4,958-61.2% | $4,371-56.0% | $5,983-67.8% |
| Admin fee / account holder | $8,341 | $7,248+15.1% | $5,948+40.2% | $11,250-25.9% |