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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 | $30,413 | $118,708-74.4% | $98,920-69.3% | $158,966-80.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 21.10% | 372.49%-351.4pp | 196.47%-175.4pp | 302.95%-281.9pp |
| Employer contribution / active EE | $173 | $3,334-94.8% | $2,689-93.6% | $4,762-96.4% |
| Participant deferral / active EE | $1,651 | $5,089-67.6% | $4,245-61.1% | $5,983-72.4% |
| Admin fee / account holder | $1,301 | $10,134-87.2% | $6,643-80.4% | $11,250-88.4% |