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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 | $42,897 | $55,902-23.3% | $76,030-43.6% | $80,959-47.0% |
| Participation rate | 30.8% | 62.1%-31.3pp | 69.1%-38.3pp | 67.7%-36.9pp |
| Annual return | 11.20% | 20.59%-9.4pp | 361.54%-350.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $249 | $1,867-86.6% | $2,688-90.7% | $2,757-91.0% |
| Participant deferral / active EE | $1,118 | $3,051-63.4% | $4,257-73.7% | $4,300-74.0% |
| Admin fee / account holder | $3,888 | $5,239-25.8% | $6,421-39.5% | $6,925-43.9% |