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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 | $32,987 | $83,337-60.4% | $67,834-51.4% | $273,972-88.0% |
| Participation rate | 58.8% | 76.4%-17.6pp | 68.8%-10.0pp | 83.0%-24.2pp |
| Annual return | 10.34% | 259.45%-249.1pp | 138.47%-128.1pp | 41.46%-31.1pp |
| Employer contribution / active EE | $254 | $3,287-92.3% | $2,403-89.4% | $4,869-94.8% |
| Participant deferral / active EE | $1,363 | $4,088-66.7% | $3,160-56.9% | $5,287-74.2% |
| Admin fee / account holder | $333 | $6,752-95.1% | $4,622-92.8% | $10,133-96.7% |