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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 | $28,031 | $48,314-42.0% | $67,561-58.5% | $80,925-65.4% |
| Participation rate | 27.4% | 66.4%-39.0pp | 72.9%-45.5pp | 67.7%-40.3pp |
| Annual return | 20.20% | 18.28%+1.9pp | 3525.44%-3505.2pp | 35.65%-15.4pp |
| Employer contribution / active EE | $211 | $2,022-89.6% | $2,735-92.3% | $2,756-92.4% |
| Participant deferral / active EE | $2,475 | $2,927-15.4% | $4,003-38.2% | $4,299-42.4% |
| Admin fee / account holder | $1,904 | $3,690-48.4% | $4,006-52.5% | $6,940-72.6% |