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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 | $43,963 | $99,921-56.0% | $85,009-48.3% | $145,959-69.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 11.32% | 83.89%-72.6pp | 66.47%-55.1pp | 561.95%-550.6pp |
| Employer contribution / active EE | $182 | $3,233-94.4% | $2,728-93.3% | $4,661-96.1% |
| Participant deferral / active EE | $2,595 | $5,293-51.0% | $4,522-42.6% | $6,689-61.2% |
| Admin fee / account holder | $8,824 | $7,252+21.7% | $6,153+43.4% | $13,398-34.1% |