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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 | $56,845 | $106,247-46.5% | $96,515-41.1% | $139,466-59.2% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.3%-47.1pp | 80.3%-53.1pp |
| Annual return | 14.44% | 38.47%-24.0pp | 35.73%-21.3pp | 373.66%-359.2pp |
| Employer contribution / active EE | $129 | $4,106-96.9% | $3,740-96.6% | $4,754-97.3% |
| Participant deferral / active EE | $1,459 | $5,456-73.3% | $4,880-70.1% | $6,712-78.3% |
| Admin fee / account holder | $4,114 | $7,885-47.8% | $6,735-38.9% | $11,409-63.9% |