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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 | $28,003 | $106,247-73.6% | $96,515-71.0% | $139,466-79.9% |
| Participation rate | 18.2% | 77.8%-59.7pp | 74.3%-56.2pp | 80.3%-62.2pp |
| Annual return | 31.31% | 38.47%-7.2pp | 35.73%-4.4pp | 373.66%-342.4pp |
| Employer contribution / active EE | $614 | $4,106-85.0% | $3,740-83.6% | $4,754-87.1% |
| Participant deferral / active EE | $4,026 | $5,456-26.2% | $4,880-17.5% | $6,712-40.0% |
| Admin fee / account holder | $1,245 | $7,885-84.2% | $6,735-81.5% | $11,409-89.1% |