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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 | $31,607 | $56,431-44.0% | $130,788-75.8% | $87,485-63.9% |
| Participation rate | 46.7% | 58.9%-12.3pp | 70.1%-23.4pp | 68.9%-22.3pp |
| Annual return | 14.58% | 91.27%-76.7pp | 386.44%-371.9pp | 26.06%-11.5pp |
| Employer contribution / active EE | $217 | $1,549-86.0% | $3,558-93.9% | $2,596-91.6% |
| Participant deferral / active EE | $2,240 | $2,749-18.5% | $4,137-45.8% | $4,274-47.6% |
| Admin fee / account holder | $5,756 | $4,433+29.8% | $6,673-13.7% | $7,775-26.0% |