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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 | $43,965 | $83,369-47.3% | $105,223-58.2% | $67,986-35.3% |
| Participation rate | 44.7% | 56.3%-11.6pp | 75.0%-30.3pp | 57.2%-12.5pp |
| Annual return | 39.83% | 24.64%+15.2pp | 180.65%-140.8pp | 31.67%+8.2pp |
| Employer contribution / active EE | $316 | $2,541-87.6% | $3,689-91.4% | $2,019-84.4% |
| Participant deferral / active EE | $3,180 | $3,295-3.5% | $5,072-37.3% | $3,358-5.3% |
| Admin fee / account holder | $1,971 | $4,073-51.6% | $8,859-77.8% | $3,203-38.5% |