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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 | $56,690 | $127,790-55.6% | $106,555-46.8% | $167,536-66.2% |
| Participation rate | 35.3% | 78.3%-43.0pp | 76.1%-40.8pp | 82.1%-46.8pp |
| Annual return | 10.54% | 33.88%-23.3pp | 26.80%-16.3pp | 478.82%-468.3pp |
| Employer contribution / active EE | $128 | $3,428-96.3% | $2,819-95.5% | $4,839-97.4% |
| Participant deferral / active EE | $1,722 | $5,088-66.2% | $4,399-60.9% | $6,342-72.9% |
| Admin fee / account holder | $1,878 | $11,229-83.3% | $7,408-74.6% | $12,315-84.7% |