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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 | $29,322 | $111,814-73.8% | $93,654-68.7% | $145,959-79.9% |
| Participation rate | 8.7% | 74.2%-65.5pp | 68.7%-60.0pp | 80.3%-71.6pp |
| Annual return | 10.83% | 203.30%-192.5pp | 133.34%-122.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $507 | $3,092-83.6% | $2,421-79.1% | $4,661-89.1% |
| Participant deferral / active EE | $1,238 | $4,914-74.8% | $4,413-72.0% | $6,689-81.5% |
| Admin fee / account holder | $895 | $10,246-91.3% | $8,282-89.2% | $13,398-93.3% |