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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 | $29,687 | $48,337-38.6% | $67,560-56.1% | $80,959-63.3% |
| Participation rate | 63.0% | 66.4%-3.5pp | 72.9%-10.0pp | 67.7%-4.7pp |
| Annual return | 37.62% | 18.26%+19.4pp | 3533.50%-3495.9pp | 35.67%+2.0pp |
| Employer contribution / active EE | $234 | $2,023-88.4% | $2,737-91.4% | $2,757-91.5% |
| Participant deferral / active EE | $2,402 | $2,928-18.0% | $4,004-40.0% | $4,300-44.1% |
| Admin fee / account holder | $1,275 | $3,695-65.5% | $3,994-68.1% | $6,925-81.6% |