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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 | $31,946 | $104,709-69.5% | $85,705-62.7% | $167,553-80.9% |
| Participation rate | 33.3% | 76.4%-43.0pp | 69.9%-36.5pp | 82.1%-48.8pp |
| Annual return | 12.00% | 21.45%-9.4pp | 21.49%-9.5pp | 478.89%-466.9pp |
| Employer contribution / active EE | $156 | $3,338-95.3% | $2,619-94.0% | $4,840-96.8% |
| Participant deferral / active EE | $1,990 | $4,827-58.8% | $3,924-49.3% | $6,343-68.6% |
| Admin fee / account holder | $17,249 | $10,036+71.9% | $6,877+150.8% | $12,316+40.1% |