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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 | $38,473 | $112,935-65.9% | $90,970-57.7% | $158,966-75.8% |
| Participation rate | 27.3% | 74.7%-47.5pp | 69.0%-41.7pp | 82.0%-54.7pp |
| Annual return | 7.94% | 215.79%-207.8pp | 134.58%-126.6pp | 302.95%-295.0pp |
| Employer contribution / active EE | $401 | $2,895-86.2% | $2,122-81.1% | $4,762-91.6% |
| Participant deferral / active EE | $1,725 | $4,129-58.2% | $3,373-48.9% | $5,983-71.2% |
| Admin fee / account holder | $953 | $8,045-88.2% | $5,960-84.0% | $11,250-91.5% |