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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 | $32,030 | $99,994-68.0% | $146,643-78.2% | $85,847-62.7% |
| Participation rate | 28.2% | 73.1%-44.8pp | 80.1%-51.8pp | 69.3%-41.1pp |
| Annual return | 17.99% | 18.93%-0.9pp | 22.75%-4.8pp | 318.61%-300.6pp |
| Employer contribution / active EE | $145 | $2,559-94.3% | $4,137-96.5% | $2,565-94.4% |
| Participant deferral / active EE | $2,027 | $4,006-49.4% | $5,506-63.2% | $3,952-48.7% |
| Admin fee / account holder | $349 | $7,703-95.5% | $10,280-96.6% | $6,261-94.4% |