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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 | $48,783 | $51,736-5.7% | $120,225-59.4% | $67,986-28.2% |
| Participation rate | 39.5% | 46.1%-6.6pp | 69.6%-30.1pp | 57.2%-17.7pp |
| Annual return | 17.84% | 31.98%-14.1pp | 439.23%-421.4pp | 31.67%-13.8pp |
| Employer contribution / active EE | $159 | $1,071-85.1% | $3,475-95.4% | $2,019-92.1% |
| Participant deferral / active EE | $1,646 | $2,206-25.4% | $3,999-58.8% | $3,358-51.0% |
| Admin fee / account holder | $1,962 | $4,159-52.8% | $5,696-65.6% | $3,203-38.8% |