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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 | $29,352 | $102,828-71.5% | $105,387-72.1% | $152,897-80.8% |
| Participation rate | 56.5% | 83.8%-27.2pp | 82.6%-26.0pp | 82.5%-25.9pp |
| Annual return | 17.80% | 20.85%-3.1pp | 26.82%-9.0pp | 345.43%-327.6pp |
| Employer contribution / active EE | $283 | $4,473-93.7% | $4,213-93.3% | $4,764-94.1% |
| Participant deferral / active EE | $2,432 | $5,465-55.5% | $5,502-55.8% | $5,851-58.4% |
| Admin fee / account holder | $1,193 | $8,683-86.3% | $6,559-81.8% | $11,599-89.7% |