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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 | $37,537 | $103,392-63.7% | $87,104-56.9% | $152,897-75.4% |
| Participation rate | 68.2% | 79.4%-11.2pp | 76.9%-8.7pp | 82.5%-14.3pp |
| Annual return | 19.26% | 28.10%-8.8pp | 28.19%-8.9pp | 345.43%-326.2pp |
| Employer contribution / active EE | $425 | $3,221-86.8% | $2,521-83.1% | $4,764-91.1% |
| Participant deferral / active EE | $1,876 | $4,778-60.7% | $4,048-53.7% | $5,851-67.9% |
| Admin fee / account holder | $17,519 | $12,194+43.7% | $7,491+133.9% | $11,599+51.0% |