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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 | $36,393 | $98,776-63.2% | $149,745-75.7% | $79,856-54.4% |
| Participation rate | 27.9% | 75.8%-47.9pp | 82.5%-54.6pp | 69.6%-41.8pp |
| Annual return | 16.11% | 27.38%-11.3pp | 276.72%-260.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $25 | $3,217-99.2% | $4,646-99.5% | $2,471-99.0% |
| Participant deferral / active EE | $2,662 | $5,681-53.1% | $6,843-61.1% | $3,741-28.8% |
| Admin fee / account holder | $5,508 | $6,053-9.0% | $9,312-40.9% | $5,306+3.8% |