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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 | $38,447 | $95,415-59.7% | $185,851-79.3% | $85,851-55.2% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 13.98% | 23.59%-9.6pp | 122.11%-108.1pp | 318.63%-304.7pp |
| Employer contribution / active EE | $204 | $3,314-93.8% | $5,168-96.1% | $2,565-92.0% |
| Participant deferral / active EE | $1,557 | $3,424-54.5% | $5,569-72.0% | $3,952-60.6% |
| Admin fee / account holder | $4,513 | $7,215-37.4% | $16,245-72.2% | $6,261-27.9% |