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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 | $36,751 | $77,164-52.4% | $178,014-79.4% | $80,874-54.6% |
| Participation rate | 45.8% | 65.7%-19.9pp | 77.1%-31.3pp | 67.6%-21.9pp |
| Annual return | 11.61% | 18.09%-6.5pp | 294.80%-283.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $226 | $2,288-90.1% | $3,950-94.3% | $2,756-91.8% |
| Participant deferral / active EE | $3,293 | $4,408-25.3% | $6,276-47.5% | $4,297-23.4% |
| Admin fee / account holder | $5,923 | $7,164-17.3% | $10,362-42.8% | $6,935-14.6% |