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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 | $36,531 | $106,247-65.6% | $96,515-62.1% | $139,466-73.8% |
| Participation rate | 19.0% | 77.8%-58.8pp | 74.3%-55.3pp | 80.3%-61.3pp |
| Annual return | 14.57% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $121 | $4,106-97.1% | $3,740-96.8% | $4,754-97.5% |
| Participant deferral / active EE | $1,961 | $5,456-64.0% | $4,880-59.8% | $6,712-70.8% |
| Admin fee / account holder | $2,180 | $7,885-72.3% | $6,735-67.6% | $11,409-80.9% |