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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 | $38,731 | $106,267-63.6% | $96,520-59.9% | $139,456-72.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 19.54% | 38.45%-18.9pp | 35.72%-16.2pp | 373.45%-353.9pp |
| Employer contribution / active EE | $445 | $4,105-89.2% | $3,739-88.1% | $4,753-90.6% |
| Participant deferral / active EE | $3,125 | $5,454-42.7% | $4,879-35.9% | $6,711-53.4% |
| Admin fee / account holder | $401 | $7,882-94.9% | $6,733-94.0% | $11,407-96.5% |