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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 | $26,631 | $103,393-74.2% | $87,103-69.4% | $152,909-82.6% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.9%-35.2pp | 82.5%-40.8pp |
| Annual return | 18.02% | 28.10%-10.1pp | 28.19%-10.2pp | 345.46%-327.4pp |
| Employer contribution / active EE | $32 | $3,221-99.0% | $2,521-98.7% | $4,764-99.3% |
| Participant deferral / active EE | $3,469 | $4,778-27.4% | $4,049-14.3% | $5,851-40.7% |
| Admin fee / account holder | $13,108 | $12,195+7.5% | $7,491+75.0% | $11,601+13.0% |