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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 | $34,682 | $110,410-68.6% | $102,437-66.1% | $145,897-76.2% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 15.52% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $590 | $4,217-86.0% | $3,871-84.8% | $4,663-87.4% |
| Participant deferral / active EE | $1,544 | $5,622-72.5% | $5,060-69.5% | $6,689-76.9% |
| Admin fee / account holder | $3,524 | $9,745-63.8% | $8,388-58.0% | $13,390-73.7% |