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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 | $36,092 | $63,346-43.0% | $92,240-60.9% | $70,126-48.5% |
| Participation rate | 31.0% | 68.7%-37.6pp | 76.5%-45.4pp | 69.5%-38.5pp |
| Annual return | 13.69% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $472 | $2,471-80.9% | $3,680-87.2% | $2,343-79.8% |
| Participant deferral / active EE | $1,733 | $2,854-39.3% | $3,897-55.5% | $3,332-48.0% |
| Admin fee / account holder | $2,765 | $3,841-28.0% | $5,194-46.8% | $4,645-40.5% |