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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 | $43,703 | $111,878-60.9% | $93,727-53.4% | $145,897-70.0% |
| Participation rate | 47.4% | 74.2%-26.8pp | 68.7%-21.3pp | 80.3%-32.9pp |
| Annual return | 7.96% | 204.28%-196.3pp | 133.83%-125.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $407 | $3,092-86.8% | $2,421-83.2% | $4,663-91.3% |
| Participant deferral / active EE | $1,416 | $4,920-71.2% | $4,417-67.9% | $6,689-78.8% |
| Admin fee / account holder | $3,617 | $10,256-64.7% | $8,292-56.4% | $13,390-73.0% |