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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 | $43,928 | $85,060-48.4% | $70,548-37.7% | $139,456-68.5% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.3%+0.9pp | 80.3%-11.1pp |
| Annual return | 23.22% | 30.38%-7.2pp | 32.78%-9.6pp | 373.45%-350.2pp |
| Employer contribution / active EE | $148 | $3,911-96.2% | $2,975-95.0% | $4,753-96.9% |
| Participant deferral / active EE | $2,504 | $5,890-57.5% | $4,567-45.2% | $6,711-62.7% |
| Admin fee / account holder | $2,797 | $8,925-68.7% | $6,424-56.5% | $11,407-75.5% |