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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 | $41,594 | $127,298-67.3% | $109,916-62.2% | $167,553-75.2% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.2%-26.6pp | 82.1%-34.5pp |
| Annual return | 9.40% | 22.97%-13.6pp | 29.46%-20.1pp | 478.89%-469.5pp |
| Employer contribution / active EE | $19 | $3,325-99.4% | $2,844-99.3% | $4,840-99.6% |
| Participant deferral / active EE | $896 | $4,513-80.2% | $4,047-77.9% | $6,343-85.9% |
| Admin fee / account holder | $873 | $7,119-87.7% | $6,069-85.6% | $12,316-92.9% |