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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 | $34,694 | $83,337-58.4% | $67,834-48.9% | $273,972-87.3% |
| Participation rate | 22.7% | 76.4%-53.7pp | 68.8%-46.1pp | 83.0%-60.3pp |
| Annual return | 13.19% | 259.45%-246.3pp | 138.47%-125.3pp | 41.46%-28.3pp |
| Employer contribution / active EE | $160 | $3,287-95.1% | $2,403-93.3% | $4,869-96.7% |
| Participant deferral / active EE | $2,472 | $4,088-39.5% | $3,160-21.8% | $5,287-53.2% |
| Admin fee / account holder | $323 | $6,752-95.2% | $4,622-93.0% | $10,133-96.8% |