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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 | $46,432 | $48,284-3.8% | $67,524-31.2% | $80,911-42.6% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.6%-34.3pp |
| Annual return | 18.10% | 18.27%-0.2pp | 3519.41%-3501.3pp | 35.63%-17.5pp |
| Employer contribution / active EE | $206 | $2,021-89.8% | $2,734-92.4% | $2,756-92.5% |
| Participant deferral / active EE | $1,468 | $2,927-49.8% | $4,001-63.3% | $4,297-65.8% |
| Admin fee / account holder | $1,362 | $3,688-63.1% | $4,001-65.9% | $6,935-80.4% |