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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 | $39,313 | $101,618-61.3% | $93,063-57.8% | $137,256-71.4% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 24.13% | 223.95%-199.8pp | 34.15%-10.0pp | 220.34%-196.2pp |
| Employer contribution / active EE | $167 | $2,707-93.8% | $2,476-93.3% | $4,156-96.0% |
| Participant deferral / active EE | $3,178 | $4,279-25.7% | $3,958-19.7% | $6,407-50.4% |
| Admin fee / account holder | $402 | $6,198-93.5% | $6,033-93.3% | $12,270-96.7% |