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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 | $44,818 | $105,200-57.4% | $159,474-71.9% | $85,847-47.8% |
| Participation rate | 35.0% | 75.8%-40.8pp | 82.8%-47.8pp | 69.3%-34.3pp |
| Annual return | 21.33% | 45.08%-23.7pp | 263.68%-242.3pp | 318.61%-297.3pp |
| Employer contribution / active EE | $49 | $3,319-98.5% | $4,831-99.0% | $2,565-98.1% |
| Participant deferral / active EE | $5,242 | $5,946-11.8% | $7,353-28.7% | $3,952+32.6% |
| Admin fee / account holder | $1,785 | $6,934-74.3% | $10,802-83.5% | $6,261-71.5% |