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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 | $43,416 | $75,541-42.5% | $152,093-71.5% | $82,637-47.5% |
| Participation rate | 47.6% | 66.5%-18.9pp | 77.8%-30.1pp | 68.1%-20.4pp |
| Annual return | 44.33% | 32.56%+11.8pp | 66.36%-22.0pp | 53.51%-9.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,511 | $3,206-21.7% | $5,451-53.9% | $4,126-39.2% |
| Admin fee / account holder | $798 | $6,405-87.5% | $14,497-94.5% | $7,339-89.1% |