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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 | $32,835 | $102,638-68.0% | $81,982-59.9% | $158,982-79.3% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.3%-5.6pp | 82.0%-18.3pp |
| Annual return | 21.96% | 61.05%-39.1pp | 41.31%-19.4pp | 302.99%-281.0pp |
| Employer contribution / active EE | $54 | $3,241-98.3% | $2,498-97.8% | $4,763-98.9% |
| Participant deferral / active EE | $1,234 | $4,649-73.5% | $3,722-66.8% | $5,983-79.4% |
| Admin fee / account holder | $1,746 | $8,237-78.8% | $5,665-69.2% | $11,252-84.5% |