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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 | $28,633 | $183,516-84.4% | $155,534-81.6% | $145,884-80.4% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 9.82% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $65 | $5,315-98.8% | $4,675-98.6% | $4,662-98.6% |
| Participant deferral / active EE | $2,581 | $6,467-60.1% | $5,630-54.2% | $6,690-61.4% |
| Admin fee / account holder | $9,624 | $19,293-50.1% | $15,900-39.5% | $13,392-28.1% |