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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 | $27,566 | $48,314-42.9% | $67,561-59.2% | $80,925-65.9% |
| Participation rate | 32.4% | 66.4%-34.0pp | 72.9%-40.6pp | 67.7%-35.3pp |
| Annual return | 14.40% | 18.28%-3.9pp | 3525.44%-3511.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $286 | $2,022-85.8% | $2,735-89.5% | $2,756-89.6% |
| Participant deferral / active EE | $1,309 | $2,927-55.3% | $4,003-67.3% | $4,299-69.6% |
| Admin fee / account holder | $4,016 | $3,690+8.8% | $4,006+0.3% | $6,940-42.1% |