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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 | $117,859-67.4% | $102,438-62.5% | $145,959-73.7% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.3pp |
| Annual return | 13.99% | 31.72%-17.7pp | 29.37%-15.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $339 | $3,615-90.6% | $3,024-88.8% | $4,661-92.7% |
| Participant deferral / active EE | $2,168 | $5,732-62.2% | $5,054-57.1% | $6,689-67.6% |
| Admin fee / account holder | $515 | $13,318-96.1% | $9,448-94.5% | $13,398-96.2% |