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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 | $29,716 | $210,991-85.9% | $153,741-80.7% | $145,897-79.6% |
| Participation rate | 61.1% | 82.1%-21.0pp | 77.1%-16.0pp | 80.3%-19.2pp |
| Annual return | 15.32% | 13.46%+1.9pp | 15.71%-0.4pp | 552.29%-537.0pp |
| Employer contribution / active EE | $952 | $6,057-84.3% | $5,042-81.1% | $4,663-79.6% |
| Participant deferral / active EE | $2,999 | $7,979-62.4% | $6,757-55.6% | $6,689-55.2% |
| Admin fee / account holder | $1,812 | $19,490-90.7% | $12,749-85.8% | $13,390-86.5% |