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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 | $39,655 | $96,731-59.0% | $123,973-68.0% | $86,983-54.4% |
| Participation rate | 25.9% | 70.0%-44.1pp | 76.7%-50.7pp | 69.5%-43.6pp |
| Annual return | 19.37% | 17.33%+2.0pp | 388.13%-368.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $466 | $3,297-85.9% | $4,126-88.7% | $2,584-82.0% |
| Participant deferral / active EE | $2,438 | $4,152-41.3% | $5,247-53.5% | $4,194-41.9% |
| Admin fee / account holder | $504 | $8,722-94.2% | $11,799-95.7% | $7,856-93.6% |