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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 | $32,482 | $117,895-72.4% | $102,460-68.3% | $145,897-77.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 14.29% | 31.92%-17.6pp | 29.47%-15.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $520 | $3,619-85.6% | $3,025-82.8% | $4,663-88.8% |
| Participant deferral / active EE | $2,249 | $5,736-60.8% | $5,056-55.5% | $6,689-66.4% |
| Admin fee / account holder | $406 | $13,353-97.0% | $9,460-95.7% | $13,390-97.0% |