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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 | $46,453 | $44,206+5.1% | $94,057-50.6% | $64,728-28.2% |
| Participation rate | 14.2% | 51.0%-36.8pp | 73.3%-59.2pp | 57.9%-43.7pp |
| Annual return | 16.40% | 259.42%-243.0pp | 480.62%-464.2pp | 49.38%-33.0pp |
| Employer contribution / active EE | $204 | $1,635-87.5% | $2,933-93.0% | $2,243-90.9% |
| Participant deferral / active EE | $671 | $1,902-64.7% | $4,709-85.8% | $2,729-75.4% |
| Admin fee / account holder | $626 | $1,230-49.1% | $7,244-91.4% | $1,145-45.3% |