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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 | $45,214 | $117,895-61.6% | $102,460-55.9% | $145,897-69.0% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 12.28% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3 | $3,619-99.9% | $3,025-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $2,660 | $5,736-53.6% | $5,056-47.4% | $6,689-60.2% |
| Admin fee / account holder | $697 | $13,353-94.8% | $9,460-92.6% | $13,390-94.8% |