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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 | $41,778 | $86,298-51.6% | $111,308-62.5% | $85,847-51.3% |
| Participation rate | 44.4% | 73.3%-28.9pp | 77.3%-32.9pp | 69.3%-24.9pp |
| Annual return | 12.57% | 19.99%-7.4pp | 54.67%-42.1pp | 318.61%-306.0pp |
| Employer contribution / active EE | $192 | $2,044-90.6% | $2,732-93.0% | $2,565-92.5% |
| Participant deferral / active EE | $1,693 | $3,641-53.5% | $4,487-62.3% | $3,952-57.2% |
| Admin fee / account holder | $12,108 | $8,189+47.8% | $7,965+52.0% | $6,261+93.4% |