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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 | $28,229 | $73,546-61.6% | $63,018-55.2% | $147,586-80.9% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.8%-38.4pp | 82.8%-46.5pp |
| Annual return | 9.70% | 175.56%-165.9pp | 87.62%-77.9pp | 578.59%-568.9pp |
| Employer contribution / active EE | $246 | $3,324-92.6% | $2,761-91.1% | $4,876-94.9% |
| Participant deferral / active EE | $2,687 | $4,185-35.8% | $3,330-19.3% | $5,439-50.6% |
| Admin fee / account holder | $2,812 | $5,956-52.8% | $3,601-21.9% | $10,886-74.2% |