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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 | $58,378 | $105,929-44.9% | $81,926-28.7% | $158,950-63.3% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.0%-34.5pp | 82.0%-44.5pp |
| Annual return | 16.56% | 38.19%-21.6pp | 29.49%-12.9pp | 302.91%-286.3pp |
| Employer contribution / active EE | $31 | $7,802-99.6% | $4,310-99.3% | $4,762-99.3% |
| Participant deferral / active EE | $2,536 | $13,007-80.5% | $7,108-64.3% | $5,983-57.6% |
| Admin fee / account holder | $9,042 | $8,492+6.5% | $5,159+75.3% | $11,248-19.6% |