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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 | $40,654 | $63,346-35.8% | $92,240-55.9% | $70,126-42.0% |
| Participation rate | 52.9% | 68.7%-15.7pp | 76.5%-23.5pp | 69.5%-16.6pp |
| Annual return | 20.10% | 530.19%-510.1pp | 176.29%-156.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $225 | $2,471-90.9% | $3,680-93.9% | $2,343-90.4% |
| Participant deferral / active EE | $1,549 | $2,854-45.7% | $3,897-60.2% | $3,332-53.5% |
| Admin fee / account holder | $3,067 | $3,841-20.1% | $5,194-40.9% | $4,645-34.0% |