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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 | $46,371 | $106,749-56.6% | $145,433-68.1% | $82,448-43.8% |
| Participation rate | 39.6% | 75.6%-36.1pp | 82.1%-42.5pp | 68.1%-28.5pp |
| Annual return | 410.21% | 27.59%+382.6pp | 66.58%+343.6pp | 41.64%+368.6pp |
| Employer contribution / active EE | $315 | $3,444-90.9% | $4,554-93.1% | $2,551-87.7% |
| Participant deferral / active EE | $3,542 | $6,519-45.7% | $7,897-55.1% | $4,139-14.4% |
| Admin fee / account holder | $859 | $8,390-89.8% | $13,129-93.5% | $7,234-88.1% |