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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 | $34,443 | $58,258-40.9% | $81,820-57.9% | $80,925-57.4% |
| Participation rate | 41.1% | 63.5%-22.4pp | 72.4%-31.3pp | 67.7%-26.6pp |
| Annual return | 14.25% | 41.76%-27.5pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $179 | $2,345-92.4% | $2,915-93.9% | $2,756-93.5% |
| Participant deferral / active EE | $2,367 | $3,284-27.9% | $4,323-45.2% | $4,299-44.9% |
| Admin fee / account holder | $4,074 | $4,976-18.1% | $7,391-44.9% | $6,940-41.3% |