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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 | $39,633 | $63,346-37.4% | $92,240-57.0% | $70,126-43.5% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 16.16% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $287 | $2,471-88.4% | $3,680-92.2% | $2,343-87.8% |
| Participant deferral / active EE | $2,169 | $2,854-24.0% | $3,897-44.3% | $3,332-34.9% |
| Admin fee / account holder | $1,487 | $3,841-61.3% | $5,194-71.4% | $4,645-68.0% |