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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 | $28,797 | $77,638-62.9% | $156,551-81.6% | $62,881-54.2% |
| Participation rate | 29.3% | 71.2%-41.9pp | 84.0%-54.7pp | 69.3%-40.0pp |
| Annual return | 10.51% | 50.33%-39.8pp | 32.23%-21.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $333 | $3,444-90.3% | $5,501-93.9% | $2,281-85.4% |
| Participant deferral / active EE | $1,732 | $3,046-43.1% | $4,871-64.4% | $3,203-45.9% |
| Admin fee / account holder | $4,106 | $5,561-26.2% | $13,028-68.5% | $4,296-4.4% |