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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 | $41,443 | $51,736-19.9% | $120,225-65.5% | $67,986-39.0% |
| Participation rate | 31.8% | 46.1%-14.3pp | 69.6%-37.8pp | 57.2%-25.4pp |
| Annual return | 12.98% | 31.98%-19.0pp | 439.23%-426.2pp | 31.67%-18.7pp |
| Employer contribution / active EE | $152 | $1,071-85.8% | $3,475-95.6% | $2,019-92.5% |
| Participant deferral / active EE | $1,410 | $2,206-36.1% | $3,999-64.7% | $3,358-58.0% |
| Admin fee / account holder | $5,945 | $4,159+42.9% | $5,696+4.4% | $3,203+85.6% |