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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 | $33,159 | $91,086-63.6% | $203,872-83.7% | $86,983-61.9% |
| Participation rate | 30.0% | 65.8%-35.8pp | 77.8%-47.8pp | 69.5%-39.5pp |
| Annual return | 13.28% | 22.30%-9.0pp | 85.11%-71.8pp | 25.83%-12.6pp |
| Employer contribution / active EE | $190 | $2,063-90.8% | $3,757-95.0% | $2,584-92.7% |
| Participant deferral / active EE | $1,676 | $4,019-58.3% | $6,388-73.8% | $4,194-60.0% |
| Admin fee / account holder | $4,903 | $8,987-45.4% | $11,730-58.2% | $7,856-37.6% |