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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 | $62,858 | $124,351-49.5% | $109,188-42.4% | $167,553-62.5% |
| Participation rate | 36.4% | 79.4%-43.1pp | 75.9%-39.5pp | 82.1%-45.8pp |
| Annual return | 10.93% | 26.04%-15.1pp | 25.76%-14.8pp | 478.89%-468.0pp |
| Employer contribution / active EE | $231 | $4,210-94.5% | $3,723-93.8% | $4,840-95.2% |
| Participant deferral / active EE | $2,330 | $5,257-55.7% | $4,654-49.9% | $6,343-63.3% |
| Admin fee / account holder | $31,328 | $7,975+292.8% | $6,755+363.7% | $12,316+154.4% |