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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 | $36,384 | $100,147-63.7% | $81,286-55.2% | $145,877-75.1% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.5%-15.7pp | 80.3%-26.5pp |
| Annual return | 10.09% | 34.44%-24.3pp | 24.80%-14.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $102 | $2,977-96.6% | $2,463-95.9% | $4,663-97.8% |
| Participant deferral / active EE | $1,767 | $4,607-61.7% | $3,883-54.5% | $6,691-73.6% |
| Admin fee / account holder | $6,172 | $8,201-24.7% | $5,764+7.1% | $13,402-53.9% |