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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 | $34,803 | $64,705-46.2% | $62,929-44.7% | $67,986-48.8% |
| Participation rate | 36.7% | 65.6%-28.9pp | 73.1%-36.4pp | 57.2%-20.5pp |
| Annual return | 23.08% | 20.31%+2.8pp | 1063.93%-1040.8pp | 31.67%-8.6pp |
| Employer contribution / active EE | $204 | $2,376-91.4% | $2,505-91.9% | $2,019-89.9% |
| Participant deferral / active EE | $1,884 | $3,198-41.1% | $3,888-51.5% | $3,358-43.9% |
| Admin fee / account holder | $4,382 | $1,428+206.8% | $5,065-13.5% | $3,203+36.8% |