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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 | $35,958 | $116,203-69.1% | $93,621-61.6% | $152,909-76.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 20.59% | 35.96%-15.4pp | 32.76%-12.2pp | 345.46%-324.9pp |
| Employer contribution / active EE | $384 | $3,219-88.1% | $2,719-85.9% | $4,764-91.9% |
| Participant deferral / active EE | $1,534 | $4,605-66.7% | $4,070-62.3% | $5,851-73.8% |
| Admin fee / account holder | $3,101 | $10,751-71.2% | $7,890-60.7% | $11,601-73.3% |