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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 | $31,442 | $124,336-74.7% | $111,303-71.8% | $167,518-81.2% |
| Participation rate | 46.7% | 79.6%-33.0pp | 77.3%-30.6pp | 82.1%-35.4pp |
| Annual return | 15.01% | 37.45%-22.4pp | 54.66%-39.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $613 | $3,436-82.2% | $2,731-77.5% | $4,838-87.3% |
| Participant deferral / active EE | $2,456 | $5,181-52.6% | $4,487-45.3% | $6,342-61.3% |
| Admin fee / account holder | $301 | $10,623-97.2% | $7,966-96.2% | $12,312-97.6% |