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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 | $27,558 | $185,312-85.1% | $161,489-82.9% | $154,746-82.2% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 10.21% | 103.84%-93.6pp | 89.72%-79.5pp | 172.34%-162.1pp |
| Employer contribution / active EE | $826 | $4,769-82.7% | $4,268-80.7% | $4,379-81.1% |
| Participant deferral / active EE | $4,028 | $6,350-36.6% | $5,630-28.5% | $6,730-40.2% |
| Admin fee / account holder | $17,990 | $18,654-3.6% | $16,006+12.4% | $14,365+25.2% |