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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 | $31,371 | $107,363-70.8% | $92,909-66.2% | $152,897-79.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 22.79% | 145.63%-122.8pp | 109.44%-86.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $219 | $4,222-94.8% | $3,653-94.0% | $4,764-95.4% |
| Participant deferral / active EE | $1,452 | $4,848-70.1% | $4,238-65.7% | $5,851-75.2% |
| Admin fee / account holder | $3,693 | $7,082-47.8% | $5,795-36.3% | $11,599-68.2% |