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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 | $41,327 | $103,387-60.0% | $87,102-52.6% | $152,885-73.0% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 14.83% | 28.10%-13.3pp | 28.19%-13.4pp | 345.39%-330.6pp |
| Employer contribution / active EE | $346 | $3,221-89.2% | $2,521-86.3% | $4,763-92.7% |
| Participant deferral / active EE | $1,873 | $4,778-60.8% | $4,048-53.7% | $5,851-68.0% |
| Admin fee / account holder | $24,767 | $12,193+103.1% | $7,491+230.6% | $11,598+113.5% |