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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 | $41,028 | $77,920-47.3% | $149,723-72.6% | $75,177-45.4% |
| Participation rate | 17.4% | 65.6%-48.2pp | 78.8%-61.4pp | 67.2%-49.8pp |
| Annual return | 17.39% | 31.72%-14.3pp | 134.50%-117.1pp | 160.75%-143.4pp |
| Employer contribution / active EE | $339 | $3,138-89.2% | $4,821-93.0% | $2,671-87.3% |
| Participant deferral / active EE | $1,020 | $3,411-70.1% | $5,682-82.0% | $4,126-75.3% |
| Admin fee / account holder | $524 | $5,951-91.2% | $13,215-96.0% | $5,651-90.7% |