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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 | $29,327 | $77,638-62.2% | $156,551-81.3% | $62,881-53.4% |
| Participation rate | 46.2% | 71.2%-25.0pp | 84.0%-37.9pp | 69.3%-23.2pp |
| Annual return | 4.68% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $362 | $3,444-89.5% | $5,501-93.4% | $2,281-84.1% |
| Participant deferral / active EE | $943 | $3,046-69.0% | $4,871-80.6% | $3,203-70.6% |
| Admin fee / account holder | $12,474 | $5,561+124.3% | $13,028-4.3% | $4,296+190.4% |