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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 | $41,852 | $96,508-56.6% | $75,901-44.9% | $152,897-72.6% |
| Participation rate | 46.2% | 76.2%-30.0pp | 69.3%-23.1pp | 82.5%-36.3pp |
| Annual return | 22.73% | 33.99%-11.3pp | 30.76%-8.0pp | 345.43%-322.7pp |
| Employer contribution / active EE | $339 | $3,310-89.8% | $2,501-86.5% | $4,764-92.9% |
| Participant deferral / active EE | $1,354 | $4,554-70.3% | $3,603-62.4% | $5,851-76.9% |
| Admin fee / account holder | $1,173 | $8,081-85.5% | $5,420-78.4% | $11,599-89.9% |