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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 | $45,456 | $51,184-11.2% | $66,439-31.6% | $86,983-47.7% |
| Participation rate | 32.6% | 68.5%-35.9pp | 74.5%-41.9pp | 69.5%-36.9pp |
| Annual return | 17.90% | 17.07%+0.8pp | 757.66%-739.8pp | 25.83%-7.9pp |
| Employer contribution / active EE | $313 | $2,023-84.5% | $2,637-88.1% | $2,584-87.9% |
| Participant deferral / active EE | $1,099 | $2,927-62.4% | $3,876-71.6% | $4,194-73.8% |
| Admin fee / account holder | $874 | $4,154-79.0% | $6,173-85.8% | $7,856-88.9% |