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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 | $38,387 | $111,830-65.7% | $93,696-59.0% | $145,884-73.7% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 17.41% | 204.08%-186.7pp | 133.74%-116.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $480 | $3,093-84.5% | $2,422-80.2% | $4,662-89.7% |
| Participant deferral / active EE | $2,096 | $4,920-57.4% | $4,417-52.5% | $6,690-68.7% |
| Admin fee / account holder | $646 | $10,249-93.7% | $8,287-92.2% | $13,392-95.2% |