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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 | $29,834 | $183,592-83.8% | $155,574-80.8% | $145,877-79.5% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 9.56% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $794 | $5,317-85.1% | $4,676-83.0% | $4,663-83.0% |
| Participant deferral / active EE | $2,133 | $6,466-67.0% | $5,629-62.1% | $6,691-68.1% |
| Admin fee / account holder | $191,107 | $19,316+889.4% | $15,914+1100.9% | $13,402+1325.9% |