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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 | $39,549 | $72,071-45.1% | $68,368-42.2% | $137,256-71.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 19.58% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $200 | $2,788-92.8% | $2,649-92.4% | $4,156-95.2% |
| Participant deferral / active EE | $1,800 | $4,410-59.2% | $4,123-56.3% | $6,407-71.9% |
| Admin fee / account holder | $416 | $5,336-92.2% | $5,150-91.9% | $12,270-96.6% |