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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 | $46,612 | $124,314-62.5% | $109,163-57.3% | $167,518-72.2% |
| Participation rate | 28.6% | 79.4%-50.9pp | 75.9%-47.3pp | 82.1%-53.5pp |
| Annual return | 14.80% | 26.04%-11.2pp | 25.75%-10.9pp | 478.71%-463.9pp |
| Employer contribution / active EE | $452 | $4,209-89.3% | $3,723-87.9% | $4,838-90.7% |
| Participant deferral / active EE | $2,893 | $5,256-45.0% | $4,654-37.8% | $6,342-54.4% |
| Admin fee / account holder | $999 | $7,973-87.5% | $6,754-85.2% | $12,312-91.9% |