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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 | $30,088 | $79,955-62.4% | $98,461-69.4% | $75,173-60.0% |
| Participation rate | 67.3% | 70.4%-3.0pp | 75.2%-7.8pp | 67.2%+0.1pp |
| Annual return | 14.65% | 19.75%-5.1pp | 21.17%-6.5pp | 160.72%-146.1pp |
| Employer contribution / active EE | $316 | $2,264-86.0% | $3,049-89.6% | $2,671-88.2% |
| Participant deferral / active EE | $2,108 | $3,752-43.8% | $4,738-55.5% | $4,126-48.9% |
| Admin fee / account holder | $405 | $6,841-94.1% | $8,961-95.5% | $5,651-92.8% |