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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 | $42,722 | $72,071-40.7% | $68,368-37.5% | $137,256-68.9% |
| Participation rate | 30.8% | 76.2%-45.5pp | 73.8%-43.0pp | 80.0%-49.2pp |
| Annual return | 18.04% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $332 | $2,788-88.1% | $2,649-87.5% | $4,156-92.0% |
| Participant deferral / active EE | $610 | $4,410-86.2% | $4,123-85.2% | $6,407-90.5% |
| Admin fee / account holder | $7,954 | $5,336+49.1% | $5,150+54.5% | $12,270-35.2% |