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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 | $178,174-84.9% | $156,181-82.8% | $137,256-80.4% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.8%-48.1pp | 80.0%-49.2pp |
| Annual return | 12.89% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $902 | $4,972-81.9% | $4,294-79.0% | $4,156-78.3% |
| Participant deferral / active EE | $2,189 | $6,888-68.2% | $6,132-64.3% | $6,407-65.8% |
| Admin fee / account holder | $7,350 | $17,404-57.8% | $14,586-49.6% | $12,270-40.1% |