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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 | $34,970 | $111,535-68.6% | $105,223-66.8% | $137,256-74.5% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 14.61% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $346 | $3,939-91.2% | $3,689-90.6% | $4,156-91.7% |
| Participant deferral / active EE | $1,552 | $5,500-71.8% | $5,072-69.4% | $6,407-75.8% |
| Admin fee / account holder | $22,354 | $9,721+129.9% | $8,859+152.3% | $12,270+82.2% |