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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 | $32,801 | $157,296-79.1% | $141,191-76.8% | $152,897-78.5% |
| Participation rate | 35.0% | 84.8%-49.8pp | 82.5%-47.5pp | 82.5%-47.5pp |
| Annual return | 15.62% | 64.34%-48.7pp | 71.41%-55.8pp | 345.43%-329.8pp |
| Employer contribution / active EE | $771 | $5,262-85.4% | $4,736-83.7% | $4,764-83.8% |
| Participant deferral / active EE | $4,305 | $7,111-39.5% | $6,710-35.8% | $5,851-26.4% |
| Admin fee / account holder | $2,742 | $12,125-77.4% | $10,264-73.3% | $11,599-76.4% |