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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 | $32,610 | $111,785-70.8% | $93,669-65.2% | $145,877-77.6% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 10.96% | 203.79%-192.8pp | 133.59%-122.6pp | 551.28%-540.3pp |
| Employer contribution / active EE | $299 | $3,096-90.3% | $2,424-87.7% | $4,663-93.6% |
| Participant deferral / active EE | $1,561 | $4,919-68.3% | $4,416-64.7% | $6,691-76.7% |
| Admin fee / account holder | $4,391 | $10,256-57.2% | $8,291-47.0% | $13,402-67.2% |