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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 | $31,901 | $102,429-68.9% | $147,096-78.3% | $80,925-60.6% |
| Participation rate | 41.1% | 75.9%-34.8pp | 82.2%-41.1pp | 67.7%-26.6pp |
| Annual return | 30.57% | 135.02%-104.5pp | 419.75%-389.2pp | 35.65%-5.1pp |
| Employer contribution / active EE | $533 | $3,716-85.7% | $4,936-89.2% | $2,756-80.7% |
| Participant deferral / active EE | $3,389 | $6,649-49.0% | $8,071-58.0% | $4,299-21.2% |
| Admin fee / account holder | $762 | $7,957-90.4% | $13,005-94.1% | $6,940-89.0% |