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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 | $38,717 | $108,897-64.4% | $100,378-61.4% | $145,877-73.5% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 11.58% | 58.17%-46.6pp | 49.41%-37.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $328 | $4,420-92.6% | $3,942-91.7% | $4,663-93.0% |
| Participant deferral / active EE | $2,271 | $8,455-73.1% | $8,087-71.9% | $6,691-66.1% |
| Admin fee / account holder | $8,495 | $9,690-12.3% | $7,899+7.5% | $13,402-36.6% |