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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 | $29,701 | $209,336-85.8% | $197,124-84.9% | $137,256-78.4% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 24.22% | 48.09%-23.9pp | 44.34%-20.1pp | 220.34%-196.1pp |
| Employer contribution / active EE | $846 | $6,591-87.2% | $6,227-86.4% | $4,156-79.6% |
| Participant deferral / active EE | $6,923 | $9,614-28.0% | $9,135-24.2% | $6,407+8.1% |
| Admin fee / account holder | $496 | $17,308-97.1% | $16,298-97.0% | $12,270-96.0% |