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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 | $33,545 | $102,429-67.3% | $147,096-77.2% | $80,925-58.5% |
| Participation rate | 49.1% | 75.9%-26.8pp | 82.2%-33.1pp | 67.7%-18.6pp |
| Annual return | 14.48% | 135.02%-120.5pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $841 | $3,716-77.4% | $4,936-83.0% | $2,756-69.5% |
| Participant deferral / active EE | $3,916 | $6,649-41.1% | $8,071-51.5% | $4,299-8.9% |
| Admin fee / account holder | $3,385 | $7,957-57.5% | $13,005-74.0% | $6,940-51.2% |