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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 | $31,945 | $106,008-69.9% | $92,240-65.4% | $147,586-78.4% |
| Participation rate | 43.5% | 80.4%-36.9pp | 76.5%-33.0pp | 82.8%-39.4pp |
| Annual return | 13.08% | 50.05%-37.0pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $224 | $4,333-94.8% | $3,680-93.9% | $4,876-95.4% |
| Participant deferral / active EE | $2,239 | $4,478-50.0% | $3,897-42.5% | $5,439-58.8% |
| Admin fee / account holder | $9,141 | $6,333+44.3% | $5,194+76.0% | $10,886-16.0% |