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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 | $47,359 | $98,760-52.0% | $149,715-68.4% | $79,858-40.7% |
| Participation rate | 41.2% | 75.8%-34.6pp | 82.5%-41.3pp | 69.6%-28.5pp |
| Annual return | 19.95% | 27.43%-7.5pp | 276.66%-256.7pp | 31.72%-11.8pp |
| Employer contribution / active EE | $289 | $3,217-91.0% | $4,645-93.8% | $2,471-88.3% |
| Participant deferral / active EE | $2,435 | $5,681-57.1% | $6,842-64.4% | $3,740-34.9% |
| Admin fee / account holder | $1,191 | $6,053-80.3% | $9,310-87.2% | $5,306-77.5% |