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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 | $23,232 | $103,393-77.5% | $87,103-73.3% | $152,909-84.8% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.9%-39.4pp | 82.5%-45.0pp |
| Annual return | 20.86% | 28.10%-7.2pp | 28.19%-7.3pp | 345.46%-324.6pp |
| Employer contribution / active EE | $617 | $3,221-80.8% | $2,521-75.5% | $4,764-87.0% |
| Participant deferral / active EE | $2,756 | $4,778-42.3% | $4,049-31.9% | $5,851-52.9% |
| Admin fee / account holder | $68,246 | $12,195+459.6% | $7,491+811.0% | $11,601+488.3% |