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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 | $31,721 | $111,535-71.6% | $105,223-69.9% | $137,256-76.9% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 18.06% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $657 | $3,939-83.3% | $3,689-82.2% | $4,156-84.2% |
| Participant deferral / active EE | $1,886 | $5,500-65.7% | $5,072-62.8% | $6,407-70.6% |
| Admin fee / account holder | $3,073 | $9,721-68.4% | $8,859-65.3% | $12,270-75.0% |