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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 | $39,509 | $154,159-74.4% | $130,026-69.6% | $139,456-71.7% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 12.43% | 32.50%-20.1pp | -137.26%+149.7pp | 373.45%-361.0pp |
| Employer contribution / active EE | $259 | $5,292-95.1% | $4,321-94.0% | $4,753-94.6% |
| Participant deferral / active EE | $4,007 | $6,710-40.3% | $5,821-31.2% | $6,711-40.3% |
| Admin fee / account holder | $603 | $14,001-95.7% | $10,608-94.3% | $11,407-94.7% |