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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 | $28,669 | $55,457-48.3% | $77,361-62.9% | $94,015-69.5% |
| Participation rate | 36.8% | 69.8%-33.0pp | 75.0%-38.1pp | 70.8%-34.0pp |
| Annual return | 15.22% | 15.57%-0.3pp | 1011.54%-996.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $491 | $2,255-78.2% | $2,990-83.6% | $2,790-82.4% |
| Participant deferral / active EE | $1,549 | $3,069-49.5% | $3,911-60.4% | $4,249-63.5% |
| Admin fee / account holder | $3,198 | $4,334-26.2% | $5,894-45.7% | $8,951-64.3% |