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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 | $30,067 | $98,776-69.6% | $149,745-79.9% | $79,856-62.3% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.5%-16.3pp | 69.6%-3.5pp |
| Annual return | 19.08% | 27.38%-8.3pp | 276.72%-257.6pp | 31.71%-12.6pp |
| Employer contribution / active EE | $209 | $3,217-93.5% | $4,646-95.5% | $2,471-91.5% |
| Participant deferral / active EE | $3,711 | $5,681-34.7% | $6,843-45.8% | $3,741-0.8% |
| Admin fee / account holder | $2,401 | $6,053-60.3% | $9,312-74.2% | $5,306-54.8% |