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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 | $35,421 | $115,814-69.4% | $101,275-65.0% | $158,982-77.7% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 38.41% | 56.16%-17.7pp | 46.48%-8.1pp | 302.99%-264.6pp |
| Employer contribution / active EE | $341 | $4,176-91.8% | $3,660-90.7% | $4,763-92.8% |
| Participant deferral / active EE | $1,713 | $4,958-65.5% | $4,371-60.8% | $5,983-71.4% |
| Admin fee / account holder | $4,343 | $7,249-40.1% | $5,948-27.0% | $11,252-61.4% |