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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 | $36,809 | $93,598-60.7% | $135,974-72.9% | $75,173-51.0% |
| Participation rate | 47.4% | 75.2%-27.8pp | 81.9%-34.5pp | 67.2%-19.8pp |
| Annual return | 31.11% | 30.89%+0.2pp | 68.30%-37.2pp | 160.72%-129.6pp |
| Employer contribution / active EE | $316 | $3,538-91.1% | $4,859-93.5% | $2,671-88.2% |
| Participant deferral / active EE | $2,736 | $6,405-57.3% | $7,760-64.7% | $4,126-33.7% |
| Admin fee / account holder | $3,544 | $6,978-49.2% | $10,767-67.1% | $5,651-37.3% |