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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 | $42,867 | $78,682-45.5% | $109,188-60.7% | $85,851-50.1% |
| Participation rate | 19.4% | 68.3%-48.9pp | 75.9%-56.5pp | 69.3%-50.0pp |
| Annual return | 13.53% | 25.09%-11.6pp | 25.76%-12.2pp | 318.63%-305.1pp |
| Employer contribution / active EE | $620 | $2,734-77.3% | $3,723-83.3% | $2,565-75.8% |
| Participant deferral / active EE | $2,913 | $3,468-16.0% | $4,654-37.4% | $3,952-26.3% |
| Admin fee / account holder | $864 | $5,470-84.2% | $6,755-87.2% | $6,261-86.2% |