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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 | $40,593 | $83,843-51.6% | $123,973-67.3% | $65,306-37.8% |
| Participation rate | 36.8% | 56.0%-19.2pp | 76.7%-39.9pp | 57.7%-20.9pp |
| Annual return | 12.91% | 19.87%-7.0pp | 388.13%-375.2pp | 21.94%-9.0pp |
| Employer contribution / active EE | $383 | $2,873-86.7% | $4,126-90.7% | $1,967-80.5% |
| Participant deferral / active EE | $1,743 | $2,997-41.8% | $5,247-66.8% | $2,959-41.1% |
| Admin fee / account holder | $1,740 | $4,735-63.3% | $11,799-85.3% | $3,480-50.0% |