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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 | $115,796-69.7% | $101,264-65.4% | $158,950-77.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 12.29% | 56.15%-43.9pp | 46.48%-34.2pp | 302.91%-290.6pp |
| Employer contribution / active EE | $272 | $4,175-93.5% | $3,660-92.6% | $4,762-94.3% |
| Participant deferral / active EE | $1,760 | $4,958-64.5% | $4,370-59.7% | $5,983-70.6% |
| Admin fee / account holder | $8,865 | $7,247+22.3% | $5,947+49.1% | $11,248-21.2% |