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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 | $44,644 | $116,190-61.6% | $93,614-52.3% | $152,885-70.8% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.5%-25.3pp |
| Annual return | 17.30% | 35.96%-18.7pp | 32.76%-15.5pp | 345.39%-328.1pp |
| Employer contribution / active EE | $242 | $3,219-92.5% | $2,718-91.1% | $4,763-94.9% |
| Participant deferral / active EE | $2,468 | $4,604-46.4% | $4,069-39.3% | $5,851-57.8% |
| Admin fee / account holder | $19,107 | $10,749+77.8% | $7,889+142.2% | $11,598+64.7% |