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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 | $31,833 | $175,231-81.8% | $149,696-78.7% | $139,466-77.2% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 18.08% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $49 | $5,478-99.1% | $4,821-99.0% | $4,754-99.0% |
| Participant deferral / active EE | $2,646 | $6,521-59.4% | $5,682-53.4% | $6,712-60.6% |
| Admin fee / account holder | $2,114 | $16,155-86.9% | $13,212-84.0% | $11,409-81.5% |