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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 | $31,728 | $134,817-76.5% | $123,973-74.4% | $155,188-79.6% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.7%-56.7pp | 80.8%-60.8pp |
| Annual return | 10.58% | 515.49%-504.9pp | 388.13%-377.5pp | 148.84%-138.3pp |
| Employer contribution / active EE | $451 | $4,425-89.8% | $4,126-89.1% | $4,248-89.4% |
| Participant deferral / active EE | $3,615 | $5,706-36.6% | $5,247-31.1% | $6,531-44.6% |
| Admin fee / account holder | $39,899 | $13,245+201.2% | $11,799+238.2% | $14,480+175.5% |