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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 | $25,572 | $51,642-50.5% | $129,384-80.2% | $80,935-68.4% |
| Participation rate | 31.7% | 56.9%-25.2pp | 69.6%-37.9pp | 67.7%-36.0pp |
| Annual return | 36.24% | 20.78%+15.5pp | 9461.77%-9425.5pp | 35.66%+0.6pp |
| Employer contribution / active EE | $186 | $1,583-88.3% | $4,153-95.5% | $2,757-93.3% |
| Participant deferral / active EE | $1,211 | $2,670-54.6% | $4,166-70.9% | $4,299-71.8% |
| Admin fee / account holder | $3,494 | $4,312-19.0% | $7,686-54.5% | $6,924-49.5% |