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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 | $26,894 | $184,014-85.4% | $161,149-83.3% | $138,895-80.6% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.8%-48.1pp | 79.9%-49.1pp |
| Annual return | 12.89% | 21.52%-8.6pp | 21.16%-8.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $902 | $5,055-82.2% | $4,360-79.3% | $4,194-78.5% |
| Participant deferral / active EE | $2,189 | $6,909-68.3% | $6,153-64.4% | $6,396-65.8% |
| Admin fee / account holder | $7,350 | $18,027-59.2% | $15,194-51.6% | $12,562-41.5% |