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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 | $54,572 | $106,280-48.7% | $96,538-43.5% | $139,487-60.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 18.98% | 38.48%-19.5pp | 35.74%-16.8pp | 373.84%-354.9pp |
| Employer contribution / active EE | $68 | $4,107-98.3% | $3,740-98.2% | $4,755-98.6% |
| Participant deferral / active EE | $1,435 | $5,457-73.7% | $4,880-70.6% | $6,713-78.6% |
| Admin fee / account holder | $408 | $7,888-94.8% | $6,737-94.0% | $11,407-96.4% |