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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 | $37,297 | $72,071-48.2% | $68,368-45.4% | $137,256-72.8% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 18.35% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $310 | $2,788-88.9% | $2,649-88.3% | $4,156-92.6% |
| Participant deferral / active EE | $1,309 | $4,410-70.3% | $4,123-68.3% | $6,407-79.6% |
| Admin fee / account holder | $2,177 | $5,336-59.2% | $5,150-57.7% | $12,270-82.3% |