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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 | $32,438 | $178,174-81.8% | $156,181-79.2% | $137,256-76.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.31% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $23 | $4,972-99.5% | $4,294-99.5% | $4,156-99.5% |
| Participant deferral / active EE | $7,960 | $6,888+15.6% | $6,132+29.8% | $6,407+24.2% |
| Admin fee / account holder | $8,576 | $17,404-50.7% | $14,586-41.2% | $12,270-30.1% |