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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 | $29,502 | $52,519-43.8% | $155,789-81.1% | $59,633-50.5% |
| Participation rate | 30.4% | 61.7%-31.3pp | 76.1%-45.7pp | 68.7%-38.2pp |
| Annual return | 18.05% | 53.51%-35.5pp | 71.54%-53.5pp | 2041.45%-2023.4pp |
| Employer contribution / active EE | $185 | $1,589-88.4% | $3,839-95.2% | $2,203-91.6% |
| Participant deferral / active EE | $1,047 | $3,084-66.1% | $4,798-78.2% | $3,192-67.2% |
| Admin fee / account holder | $2,565 | $3,540-27.5% | $7,477-65.7% | $4,297-40.3% |