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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 | $35,072 | $78,690-55.4% | $161,489-78.3% | $87,485-59.9% |
| Participation rate | 18.8% | 67.5%-48.7pp | 78.7%-59.9pp | 68.9%-50.2pp |
| Annual return | 17.34% | 32.74%-15.4pp | 89.72%-72.4pp | 26.06%-8.7pp |
| Employer contribution / active EE | $284 | $2,588-89.0% | $4,268-93.4% | $2,596-89.1% |
| Participant deferral / active EE | $1,156 | $3,311-65.1% | $5,630-79.5% | $4,274-72.9% |
| Admin fee / account holder | $1,837 | $6,724-72.7% | $16,006-88.5% | $7,775-76.4% |