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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 | $43,791 | $117,895-62.9% | $102,460-57.3% | $145,897-70.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 16.65% | 31.92%-15.3pp | 29.47%-12.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $545 | $3,619-84.9% | $3,025-82.0% | $4,663-88.3% |
| Participant deferral / active EE | $3,982 | $5,736-30.6% | $5,056-21.2% | $6,689-40.5% |
| Admin fee / account holder | $3,790 | $13,353-71.6% | $9,460-59.9% | $13,390-71.7% |