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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 | $27,986 | $110,337-74.6% | $102,383-72.7% | $145,877-80.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 19.57% | 24.83%-5.3pp | 24.94%-5.4pp | 551.28%-531.7pp |
| Employer contribution / active EE | $786 | $4,216-81.4% | $3,870-79.7% | $4,663-83.1% |
| Participant deferral / active EE | $8,574 | $5,621+52.6% | $5,060+69.5% | $6,691+28.2% |
| Admin fee / account holder | $3,504 | $9,750-64.1% | $8,391-58.2% | $13,402-73.9% |