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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 | $38,954 | $80,332-51.5% | $107,187-63.7% | $64,097-39.2% |
| Participation rate | 42.7% | 54.4%-11.7pp | 75.0%-32.3pp | 55.2%-12.5pp |
| Annual return | 29.87% | 24.26%+5.6pp | 204.55%-174.7pp | 34.64%-4.8pp |
| Employer contribution / active EE | $180 | $2,501-92.8% | $3,782-95.3% | $1,891-90.5% |
| Participant deferral / active EE | $1,994 | $3,109-35.8% | $5,096-60.9% | $3,080-35.2% |
| Admin fee / account holder | $4,470 | $4,314+3.6% | $9,162-51.2% | $3,454+29.4% |