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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 | $36,800 | $52,678-30.1% | $75,784-51.4% | $59,633-38.3% |
| Participation rate | 34.9% | 67.2%-32.3pp | 75.8%-40.9pp | 68.7%-33.8pp |
| Annual return | 19.98% | 2.95%+17.0pp | 9.68%+10.3pp | 2041.45%-2021.5pp |
| Employer contribution / active EE | $247 | $2,193-88.8% | $3,323-92.6% | $2,203-88.8% |
| Participant deferral / active EE | $1,119 | $2,591-56.8% | $3,652-69.3% | $3,192-64.9% |
| Admin fee / account holder | $10,320 | $3,610+185.9% | $5,300+94.7% | $4,297+140.2% |