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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 | $31,862 | $107,353-70.3% | $92,903-65.7% | $152,885-79.2% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.5%-40.3pp |
| Annual return | 18.62% | 145.62%-127.0pp | 109.43%-90.8pp | 345.39%-326.8pp |
| Employer contribution / active EE | $145 | $4,222-96.6% | $3,653-96.0% | $4,763-97.0% |
| Participant deferral / active EE | $2,481 | $4,848-48.8% | $4,238-41.4% | $5,851-57.6% |
| Admin fee / account holder | $6,055 | $7,081-14.5% | $5,795+4.5% | $11,598-47.8% |