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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 | $42,288 | $117,895-64.1% | $102,460-58.7% | $145,897-71.0% |
| Participation rate | 47.8% | 78.6%-30.8pp | 76.5%-28.7pp | 80.3%-32.5pp |
| Annual return | 16.76% | 31.92%-15.2pp | 29.47%-12.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $445 | $3,619-87.7% | $3,025-85.3% | $4,663-90.5% |
| Participant deferral / active EE | $4,468 | $5,736-22.1% | $5,056-11.6% | $6,689-33.2% |
| Admin fee / account holder | $346 | $13,353-97.4% | $9,460-96.3% | $13,390-97.4% |