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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 | $36,556 | $201,370-81.8% | $184,256-80.2% | $145,897-74.9% |
| Participation rate | 47.4% | 87.5%-40.1pp | 86.8%-39.5pp | 80.3%-32.9pp |
| Annual return | 17.59% | 29.05%-11.5pp | 28.85%-11.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $53 | $7,024-99.2% | $6,427-99.2% | $4,663-98.9% |
| Participant deferral / active EE | $4,424 | $9,808-54.9% | $9,133-51.6% | $6,689-33.9% |
| Admin fee / account holder | $11,500 | $16,364-29.7% | $13,899-17.3% | $13,390-14.1% |