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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 | $33,880 | $101,795-66.7% | $165,100-79.5% | $80,959-58.2% |
| Participation rate | 38.9% | 71.8%-32.9pp | 78.6%-39.7pp | 67.7%-28.8pp |
| Annual return | 47.73% | 16.73%+31.0pp | 70.21%-22.5pp | 35.67%+12.1pp |
| Employer contribution / active EE | $342 | $2,954-88.4% | $4,348-92.1% | $2,757-87.6% |
| Participant deferral / active EE | $3,540 | $4,476-20.9% | $6,035-41.4% | $4,300-17.7% |
| Admin fee / account holder | $2,615 | $8,221-68.2% | $12,696-79.4% | $6,925-62.2% |