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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 | $35,569 | $95,415-62.7% | $185,851-80.9% | $85,851-58.6% |
| Participation rate | 37.0% | 68.8%-31.8pp | 81.7%-44.7pp | 69.3%-32.3pp |
| Annual return | 13.18% | 23.59%-10.4pp | 122.11%-108.9pp | 318.63%-305.5pp |
| Employer contribution / active EE | $381 | $3,314-88.5% | $5,168-92.6% | $2,565-85.1% |
| Participant deferral / active EE | $983 | $3,424-71.3% | $5,569-82.3% | $3,952-75.1% |
| Admin fee / account holder | $6,537 | $7,215-9.4% | $16,245-59.8% | $6,261+4.4% |