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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 | $38,377 | $117,895-67.4% | $102,460-62.5% | $145,897-73.7% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 13.99% | 31.92%-17.9pp | 29.47%-15.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $339 | $3,619-90.6% | $3,025-88.8% | $4,663-92.7% |
| Participant deferral / active EE | $2,168 | $5,736-62.2% | $5,056-57.1% | $6,689-67.6% |
| Admin fee / account holder | $515 | $13,353-96.1% | $9,460-94.6% | $13,390-96.2% |