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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 | $33,682 | $112,933-70.2% | $90,970-63.0% | $158,982-78.8% |
| Participation rate | 36.4% | 74.7%-38.4pp | 69.0%-32.7pp | 82.0%-45.6pp |
| Annual return | 12.79% | 215.82%-203.0pp | 134.60%-121.8pp | 302.99%-290.2pp |
| Employer contribution / active EE | $188 | $2,893-93.5% | $2,122-91.1% | $4,763-96.1% |
| Participant deferral / active EE | $1,111 | $4,128-73.1% | $3,373-67.1% | $5,983-81.4% |
| Admin fee / account holder | $2,083 | $8,047-74.1% | $5,961-65.1% | $11,252-81.5% |