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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 | $36,575 | $63,346-42.3% | $92,240-60.3% | $70,126-47.8% |
| Participation rate | 42.6% | 68.7%-26.1pp | 76.5%-33.9pp | 69.5%-27.0pp |
| Annual return | 13.09% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $333 | $2,471-86.5% | $3,680-91.0% | $2,343-85.8% |
| Participant deferral / active EE | $1,156 | $2,854-59.5% | $3,897-70.3% | $3,332-65.3% |
| Admin fee / account holder | $2,417 | $3,841-37.1% | $5,194-53.5% | $4,645-48.0% |