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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 | $29,756 | $111,787-73.4% | $93,681-68.2% | $145,978-79.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 14.66% | 203.52%-188.9pp | 133.47%-118.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $513 | $3,093-83.4% | $2,422-78.8% | $4,662-89.0% |
| Participant deferral / active EE | $2,816 | $4,918-42.7% | $4,415-36.2% | $6,690-57.9% |
| Admin fee / account holder | $1,464 | $10,256-85.7% | $8,290-82.3% | $13,400-89.1% |