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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 | $42,938 | $103,393-58.5% | $87,103-50.7% | $152,909-71.9% |
| Participation rate | 53.8% | 79.4%-25.5pp | 76.9%-23.0pp | 82.5%-28.6pp |
| Annual return | 10.69% | 28.10%-17.4pp | 28.19%-17.5pp | 345.46%-334.8pp |
| Employer contribution / active EE | $406 | $3,221-87.4% | $2,521-83.9% | $4,764-91.5% |
| Participant deferral / active EE | $3,026 | $4,778-36.7% | $4,049-25.3% | $5,851-48.3% |
| Admin fee / account holder | $76,718 | $12,195+529.1% | $7,491+924.1% | $11,601+561.3% |