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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 | $41,501 | $98,766-58.0% | $149,730-72.3% | $79,852-48.0% |
| Participation rate | 35.7% | 75.8%-40.1pp | 82.5%-46.8pp | 69.6%-33.9pp |
| Annual return | 18.08% | 27.43%-9.3pp | 276.70%-258.6pp | 31.72%-13.6pp |
| Employer contribution / active EE | $421 | $3,217-86.9% | $4,645-90.9% | $2,471-83.0% |
| Participant deferral / active EE | $2,692 | $5,681-52.6% | $6,843-60.7% | $3,740-28.0% |
| Admin fee / account holder | $862 | $6,052-85.8% | $9,310-90.7% | $5,306-83.8% |