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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 | $35,472 | $127,779-72.2% | $106,551-66.7% | $167,518-78.8% |
| Participation rate | 38.9% | 78.3%-39.4pp | 76.1%-37.2pp | 82.1%-43.2pp |
| Annual return | 11.72% | 33.87%-22.2pp | 26.80%-15.1pp | 478.71%-467.0pp |
| Employer contribution / active EE | $278 | $3,427-91.9% | $2,819-90.1% | $4,838-94.2% |
| Participant deferral / active EE | $1,531 | $5,088-69.9% | $4,398-65.2% | $6,342-75.9% |
| Admin fee / account holder | $14,741 | $11,228+31.3% | $7,408+99.0% | $12,312+19.7% |