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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 | $33,098 | $107,353-69.2% | $92,903-64.4% | $152,885-78.4% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.5%-24.6pp |
| Annual return | 20.70% | 145.62%-124.9pp | 109.43%-88.7pp | 345.39%-324.7pp |
| Employer contribution / active EE | $429 | $4,222-89.8% | $3,653-88.3% | $4,763-91.0% |
| Participant deferral / active EE | $2,081 | $4,848-57.1% | $4,238-50.9% | $5,851-64.4% |
| Admin fee / account holder | $1,124 | $7,081-84.1% | $5,795-80.6% | $11,598-90.3% |