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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 | $32,933 | $111,535-70.5% | $105,223-68.7% | $137,256-76.0% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.0%-27.2pp | 80.0%-32.1pp |
| Annual return | 19.90% | 237.85%-218.0pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $457 | $3,939-88.4% | $3,689-87.6% | $4,156-89.0% |
| Participant deferral / active EE | $1,860 | $5,500-66.2% | $5,072-63.3% | $6,407-71.0% |
| Admin fee / account holder | $446 | $9,721-95.4% | $8,859-95.0% | $12,270-96.4% |