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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 | $36,219 | $97,125-62.7% | $86,233-58.0% | $137,256-73.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 17.98% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $22 | $2,841-99.2% | $2,504-99.1% | $4,156-99.5% |
| Participant deferral / active EE | $3,618 | $5,180-30.1% | $4,559-20.6% | $6,407-43.5% |
| Admin fee / account holder | $2,233 | $9,725-77.0% | $8,342-73.2% | $12,270-81.8% |