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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 | $28,007 | $109,411-74.4% | $89,435-68.7% | $158,982-82.4% |
| Participation rate | 41.2% | 74.3%-33.1pp | 68.0%-26.8pp | 82.0%-40.8pp |
| Annual return | 20.88% | 345.68%-324.8pp | 245.55%-224.7pp | 302.99%-282.1pp |
| Employer contribution / active EE | $212 | $3,173-93.3% | $2,587-91.8% | $4,763-95.6% |
| Participant deferral / active EE | $3,393 | $4,600-26.2% | $3,890-12.8% | $5,983-43.3% |
| Admin fee / account holder | $520 | $6,159-91.6% | $4,884-89.4% | $11,252-95.4% |