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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 | $42,607 | $46,599-8.6% | $64,101-33.5% | $75,173-43.3% |
| Participation rate | 44.4% | 65.9%-21.5pp | 72.3%-27.9pp | 67.2%-22.8pp |
| Annual return | 21.78% | 26.06%-4.3pp | 33.72%-11.9pp | 160.72%-138.9pp |
| Employer contribution / active EE | $220 | $1,975-88.8% | $2,749-92.0% | $2,671-91.8% |
| Participant deferral / active EE | $2,634 | $2,837-7.1% | $3,881-32.1% | $4,126-36.2% |
| Admin fee / account holder | $1,672 | $2,956-43.4% | $3,070-45.5% | $5,651-70.4% |