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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 | $31,409 | $100,262-68.7% | $81,370-61.4% | $145,897-78.5% |
| Participation rate | 23.1% | 74.3%-51.2pp | 69.5%-46.5pp | 80.3%-57.2pp |
| Annual return | 17.73% | 34.52%-16.8pp | 24.85%-7.1pp | 552.29%-534.6pp |
| Employer contribution / active EE | $283 | $2,979-90.5% | $2,464-88.5% | $4,663-93.9% |
| Participant deferral / active EE | $2,209 | $4,612-52.1% | $3,885-43.1% | $6,689-67.0% |
| Admin fee / account holder | $488 | $8,163-94.0% | $5,749-91.5% | $13,390-96.4% |