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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 | $29,692 | $149,679-80.2% | $117,039-74.6% | $147,586-79.9% |
| Participation rate | 35.0% | 83.5%-48.5pp | 77.2%-42.2pp | 82.8%-47.8pp |
| Annual return | 15.11% | 19.31%-4.2pp | 18.95%-3.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $510 | $4,937-89.7% | $3,785-86.5% | $4,876-89.5% |
| Participant deferral / active EE | $1,440 | $4,912-70.7% | $3,929-63.4% | $5,439-73.5% |
| Admin fee / account holder | $2,149 | $7,856-72.7% | $5,974-64.0% | $10,886-80.3% |