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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 | $49,341 | $54,541-9.5% | $78,778-37.4% | $70,124-29.6% |
| Participation rate | 33.8% | 60.8%-27.0pp | 69.2%-35.4pp | 69.5%-35.8pp |
| Annual return | 30.93% | 21.07%+9.9pp | 35.62%-4.7pp | 73.14%-42.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,335 | $2,210-39.6% | $2,958-54.9% | $3,332-59.9% |
| Admin fee / account holder | $370 | $3,709-90.0% | $5,134-92.8% | $4,645-92.0% |