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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 | $21,338 | $110,379-80.7% | $102,412-79.2% | $145,884-85.4% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 12.69% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $848 | $4,216-79.9% | $3,870-78.1% | $4,662-81.8% |
| Participant deferral / active EE | $2,823 | $5,622-49.8% | $5,060-44.2% | $6,690-57.8% |
| Admin fee / account holder | $7,426 | $9,745-23.8% | $8,388-11.5% | $13,392-44.5% |