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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 | $37,021 | $55,457-33.2% | $77,361-52.1% | $94,015-60.6% |
| Participation rate | 46.2% | 69.8%-23.7pp | 75.0%-28.8pp | 70.8%-24.7pp |
| Annual return | 11.09% | 15.57%-4.5pp | 1011.54%-1000.4pp | 17.84%-6.8pp |
| Employer contribution / active EE | $419 | $2,255-81.4% | $2,990-86.0% | $2,790-85.0% |
| Participant deferral / active EE | $1,779 | $3,069-42.0% | $3,911-54.5% | $4,249-58.1% |
| Admin fee / account holder | $966 | $4,334-77.7% | $5,894-83.6% | $8,951-89.2% |