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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 | $29,698 | $65,555-54.7% | $86,216-65.6% | $75,173-60.5% |
| Participation rate | 46.2% | 60.5%-14.3pp | 69.0%-22.8pp | 67.2%-21.0pp |
| Annual return | 16.11% | 46.07%-30.0pp | 1169.42%-1153.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $47 | $1,553-97.0% | $2,382-98.0% | $2,671-98.3% |
| Participant deferral / active EE | $2,480 | $3,023-18.0% | $3,986-37.8% | $4,126-39.9% |
| Admin fee / account holder | $642 | $5,469-88.3% | $6,853-90.6% | $5,651-88.6% |