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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 | $37,699 | $85,171-55.7% | $172,752-78.2% | $72,975-48.3% |
| Participation rate | 39.6% | 70.1%-30.5pp | 82.6%-43.1pp | 69.5%-29.9pp |
| Annual return | 22.65% | 27.32%-4.7pp | 802.97%-780.3pp | 81.01%-58.4pp |
| Employer contribution / active EE | $231 | $3,324-93.0% | $5,144-95.5% | $2,440-90.5% |
| Participant deferral / active EE | $930 | $3,260-71.5% | $5,198-82.1% | $3,608-74.2% |
| Admin fee / account holder | $1,183 | $5,880-79.9% | $13,955-91.5% | $5,124-76.9% |