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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 | $37,726 | $91,179-58.6% | $178,499-78.9% | $79,852-52.8% |
| Participation rate | 43.6% | 69.2%-25.6pp | 81.9%-38.3pp | 69.6%-26.0pp |
| Annual return | 16.47% | 24.19%-7.7pp | 151.10%-134.6pp | 31.72%-15.3pp |
| Employer contribution / active EE | $243 | $3,256-92.5% | $5,011-95.1% | $2,471-90.2% |
| Participant deferral / active EE | $2,016 | $3,236-37.7% | $5,202-61.3% | $3,740-46.1% |
| Admin fee / account holder | $750 | $6,749-88.9% | $13,986-94.6% | $5,306-85.9% |