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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 | $45,400 | $47,479-4.4% | $62,929-27.9% | $82,448-44.9% |
| Participation rate | 35.7% | 66.9%-31.2pp | 73.1%-37.4pp | 68.1%-32.4pp |
| Annual return | 13.12% | 20.34%-7.2pp | 1063.93%-1050.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $276 | $1,885-85.3% | $2,505-89.0% | $2,551-89.2% |
| Participant deferral / active EE | $2,359 | $2,870-17.8% | $3,888-39.3% | $4,139-43.0% |
| Admin fee / account holder | $409 | $3,804-89.3% | $5,065-91.9% | $7,234-94.3% |