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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 | $30,203 | $107,733-72.0% | $92,985-67.5% | $154,746-80.5% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 11.89% | 30.39%-18.5pp | 27.99%-16.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $355 | $3,126-88.6% | $2,662-86.7% | $4,379-91.9% |
| Participant deferral / active EE | $2,944 | $5,053-41.7% | $4,377-32.7% | $6,730-56.3% |
| Admin fee / account holder | $124,315 | $11,369+993.5% | $9,463+1213.7% | $14,365+765.4% |