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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 | $42,864 | $101,618-57.8% | $93,063-53.9% | $137,256-68.8% |
| Participation rate | 58.3% | 74.9%-16.6pp | 72.1%-13.8pp | 80.0%-21.6pp |
| Annual return | 17.41% | 223.95%-206.5pp | 34.15%-16.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $132 | $2,707-95.1% | $2,476-94.7% | $4,156-96.8% |
| Participant deferral / active EE | $3,095 | $4,279-27.7% | $3,958-21.8% | $6,407-51.7% |
| Admin fee / account holder | $485 | $6,198-92.2% | $6,033-92.0% | $12,270-96.1% |