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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 | $58,002 | $109,908-47.2% | $97,161-40.3% | $145,978-60.3% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 11.27% | 243.80%-232.5pp | 75.36%-64.1pp | 550.52%-539.3pp |
| Employer contribution / active EE | $280 | $3,077-90.9% | $2,723-89.7% | $4,662-94.0% |
| Participant deferral / active EE | $1,330 | $4,679-71.6% | $4,265-68.8% | $6,690-80.1% |
| Admin fee / account holder | $818 | $6,213-86.8% | $5,647-85.5% | $13,400-93.9% |