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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 | $32,682 | $51,638-36.7% | $129,406-74.7% | $80,959-59.6% |
| Participation rate | 46.1% | 56.9%-10.9pp | 69.6%-23.6pp | 67.7%-21.6pp |
| Annual return | 24.73% | 20.78%+4.0pp | 9468.18%-9443.4pp | 35.67%-10.9pp |
| Employer contribution / active EE | $35 | $1,584-97.8% | $4,155-99.2% | $2,757-98.7% |
| Participant deferral / active EE | $4,335 | $2,670+62.4% | $4,167+4.0% | $4,300+0.8% |
| Admin fee / account holder | $1,360 | $4,313-68.5% | $7,689-82.3% | $6,925-80.4% |