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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 | $38,769 | $64,705-40.1% | $62,929-38.4% | $67,986-43.0% |
| Participation rate | 45.3% | 65.6%-20.2pp | 73.1%-27.8pp | 57.2%-11.9pp |
| Annual return | 19.79% | 20.31%-0.5pp | 1063.93%-1044.1pp | 31.67%-11.9pp |
| Employer contribution / active EE | $367 | $2,376-84.5% | $2,505-85.3% | $2,019-81.8% |
| Participant deferral / active EE | $1,590 | $3,198-50.3% | $3,888-59.1% | $3,358-52.6% |
| Admin fee / account holder | $2,927 | $1,428+105.0% | $5,065-42.2% | $3,203-8.6% |