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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 | $30,369 | $166,089-81.7% | $164,928-81.6% | $145,978-79.2% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 11.13% | 100.26%-89.1pp | 70.08%-58.9pp | 550.52%-539.4pp |
| Employer contribution / active EE | $546 | $5,276-89.7% | $4,343-87.4% | $4,662-88.3% |
| Participant deferral / active EE | $2,188 | $6,961-68.6% | $6,034-63.7% | $6,690-67.3% |
| Admin fee / account holder | $48,850 | $16,641+193.6% | $12,684+285.1% | $13,400+264.5% |