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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 | $52,581-7.2% | $130,788-62.7% | $64,340-24.2% |
| Participation rate | 39.5% | 46.5%-7.1pp | 70.1%-30.6pp | 55.2%-15.8pp |
| Annual return | 17.84% | 20.39%-2.5pp | 386.44%-368.6pp | 24.14%-6.3pp |
| Employer contribution / active EE | $159 | $1,031-84.5% | $3,558-95.5% | $1,862-91.4% |
| Participant deferral / active EE | $1,646 | $2,200-25.2% | $4,137-60.2% | $2,980-44.8% |
| Admin fee / account holder | $1,962 | $4,583-57.2% | $6,673-70.6% | $3,703-47.0% |