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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 | $199,109-83.7% | $173,730-81.3% | $154,746-79.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 13.31% | 20.02%-6.7pp | 19.96%-6.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $23 | $5,311-99.6% | $4,577-99.5% | $4,379-99.5% |
| Participant deferral / active EE | $7,960 | $7,113+11.9% | $6,326+25.8% | $6,730+18.3% |
| Admin fee / account holder | $8,576 | $20,916-59.0% | $17,523-51.1% | $14,365-40.3% |