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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 | $31,340 | $166,131-81.1% | $164,975-81.0% | $145,877-78.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 17.31% | 100.37%-83.1pp | 70.12%-52.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $582 | $5,276-89.0% | $4,343-86.6% | $4,663-87.5% |
| Participant deferral / active EE | $2,572 | $6,962-63.1% | $6,033-57.4% | $6,691-61.6% |
| Admin fee / account holder | $59,892 | $16,648+259.8% | $12,688+372.0% | $13,402+346.9% |