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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 | $39,334 | $227,597-82.7% | $189,575-79.3% | $167,536-76.5% |
| Participation rate | 38.1% | 82.5%-44.4pp | 78.4%-40.4pp | 82.1%-44.0pp |
| Annual return | 10.42% | 78.44%-68.0pp | 64.19%-53.8pp | 478.82%-468.4pp |
| Employer contribution / active EE | $214 | $5,316-96.0% | $4,412-95.1% | $4,839-95.6% |
| Participant deferral / active EE | $2,141 | $7,002-69.4% | $6,174-65.3% | $6,342-66.2% |
| Admin fee / account holder | $38,908 | $11,877+227.6% | $9,806+296.8% | $12,315+215.9% |