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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 | $58,836 | $50,554+16.4% | $67,681-13.1% | $87,485-32.7% |
| Participation rate | 33.8% | 67.7%-33.9pp | 73.7%-39.9pp | 68.9%-35.1pp |
| Annual return | 16.96% | 17.81%-0.9pp | 590.58%-573.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $342 | $1,988-82.8% | $2,678-87.2% | $2,596-86.8% |
| Participant deferral / active EE | $1,873 | $2,961-36.7% | $3,976-52.9% | $4,274-56.2% |
| Admin fee / account holder | $448 | $4,132-89.2% | $6,100-92.7% | $7,775-94.2% |