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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 | $28,105 | $77,419-63.7% | $69,461-59.5% | $152,885-81.6% |
| Participation rate | 36.8% | 78.1%-41.3pp | 74.6%-37.8pp | 82.5%-45.6pp |
| Annual return | 6.64% | 39.07%-32.4pp | 28.97%-22.3pp | 345.39%-338.8pp |
| Employer contribution / active EE | $395 | $3,315-88.1% | $2,779-85.8% | $4,763-91.7% |
| Participant deferral / active EE | $1,728 | $4,414-60.9% | $3,536-51.1% | $5,851-70.5% |
| Admin fee / account holder | $17,023 | $6,207+174.3% | $3,840+343.4% | $11,598+46.8% |