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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 | $37,797 | $102,638-63.2% | $81,991-53.9% | $158,966-76.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 18.17% | 61.05%-42.9pp | 41.31%-23.1pp | 302.95%-284.8pp |
| Employer contribution / active EE | $27 | $3,241-99.2% | $2,498-98.9% | $4,762-99.4% |
| Participant deferral / active EE | $1,350 | $4,649-71.0% | $3,722-63.7% | $5,983-77.4% |
| Admin fee / account holder | $344 | $8,237-95.8% | $5,665-93.9% | $11,250-96.9% |