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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 | $117,846-61.6% | $102,434-55.9% | $145,884-69.0% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 12.28% | 31.90%-19.6pp | 29.46%-17.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $3 | $3,615-99.9% | $3,023-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $2,660 | $5,733-53.6% | $5,055-47.4% | $6,690-60.2% |
| Admin fee / account holder | $697 | $13,356-94.8% | $9,462-92.6% | $13,392-94.8% |