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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 | $37,434 | $106,280-64.8% | $96,538-61.2% | $139,487-73.2% |
| Participation rate | 18.8% | 77.8%-59.1pp | 74.3%-55.6pp | 80.3%-61.6pp |
| Annual return | 13.37% | 38.48%-25.1pp | 35.74%-22.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $318 | $4,107-92.3% | $3,740-91.5% | $4,755-93.3% |
| Participant deferral / active EE | $2,790 | $5,457-48.9% | $4,880-42.8% | $6,713-58.4% |
| Admin fee / account holder | $20,288 | $7,888+157.2% | $6,737+201.1% | $11,407+77.9% |