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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 | $34,423 | $89,259-61.4% | $107,187-67.9% | $82,637-58.3% |
| Participation rate | 48.3% | 67.9%-19.6pp | 75.0%-26.7pp | 68.1%-19.7pp |
| Annual return | 25.44% | 21.02%+4.4pp | 204.55%-179.1pp | 53.51%-28.1pp |
| Employer contribution / active EE | $414 | $3,080-86.6% | $3,782-89.1% | $2,552-83.8% |
| Participant deferral / active EE | $2,641 | $4,037-34.6% | $5,096-48.2% | $4,126-36.0% |
| Admin fee / account holder | $1,058 | $7,381-85.7% | $9,162-88.5% | $7,339-85.6% |